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 | $88,058 | $67,606+30.3% | $82,313+7.0% | $70,131+25.6% |
| Participation rate | 35.4% | 72.8%-37.4pp | 76.9%-41.5pp | 69.5%-34.2pp |
| Annual return | 15.40% | 21.57%-6.2pp | 25.88%-10.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,728 | $2,987-42.2% | $3,706-53.4% | $3,332-48.1% |
| Admin fee / account holder | $144 | $4,512-96.8% | $5,608-97.4% | $4,645-96.9% |