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 | $141,580 | $113,935+24.3% | $94,224+50.3% | $125,391+12.9% |
| Participation rate | 27.3% | 82.9%-55.6pp | 78.8%-51.5pp | 83.2%-55.9pp |
| Annual return | -1.80% | 5.29%-7.1pp | 10.68%-12.5pp | 282.22%-284.0pp |
| Employer contribution / active EE | $374 | $4,727-92.1% | $3,587-89.6% | $4,866-92.3% |
| Participant deferral / active EE | $3,258 | $5,179-37.1% | $4,320-24.6% | $5,352-39.1% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |