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 | $104,263 | $99,341+5.0% | $84,750+23.0% | $273,961-61.9% |
| Participation rate | 25.0% | 80.7%-55.7pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 8.86% | 22.93%-14.1pp | 22.78%-13.9pp | 41.45%-32.6pp |
| Employer contribution / active EE | $450 | $4,214-89.3% | $3,574-87.4% | $4,869-90.8% |
| Participant deferral / active EE | $1,221 | $4,269-71.4% | $3,712-67.1% | $5,287-76.9% |
| Admin fee / account holder | $49 | $6,644-99.3% | $5,332-99.1% | $10,132-99.5% |