See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,254 | $72,277-2.8% | $101,248-30.6% | $79,858-12.0% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 14.36% | 22.30%-7.9pp | 46.47%-32.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $467 | $2,692-82.7% | $3,660-87.2% | $2,471-81.1% |
| Participant deferral / active EE | $2,433 | $3,282-25.9% | $4,370-44.3% | $3,740-35.0% |
| Admin fee / account holder | $261 | $4,400-94.1% | $5,945-95.6% | $5,306-95.1% |