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 | $47,381 | $91,190-48.0% | $178,490-73.5% | $79,858-40.7% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 14.34% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $198 | $3,256-93.9% | $5,011-96.1% | $2,471-92.0% |
| Participant deferral / active EE | $1,724 | $3,236-46.7% | $5,202-66.9% | $3,740-53.9% |
| Admin fee / account holder | $160 | $6,751-97.6% | $13,984-98.9% | $5,306-97.0% |