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 | $34,301 | $64,348-46.7% | $90,160-62.0% | $70,131-51.1% |
| Participation rate | 67.9% | 70.4%-2.5pp | 76.9%-9.0pp | 69.5%-1.6pp |
| Annual return | 15.69% | 28.13%-12.4pp | 34.88%-19.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,658 | $4,389-39.4% | $5,288-49.7% | $3,332-20.2% |
| Admin fee / account holder | $196 | $3,944-95.0% | $5,943-96.7% | $4,645-95.8% |