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 | $85,084 | $62,586+35.9% | $76,768+10.8% | $64,186+32.6% |
| Participation rate | 60.6% | 72.8%-12.3pp | 77.0%-16.4pp | 69.6%-9.0pp |
| Annual return | -6.18% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $192 | $1,832-89.5% | $2,485-92.3% | $2,381-91.9% |
| Participant deferral / active EE | $2,137 | $3,145-32.0% | $3,852-44.5% | $3,470-38.4% |
| Admin fee / account holder | $96 | $4,667-97.9% | $6,675-98.6% | $4,888-98.0% |