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 | $53,081 | $63,355-16.2% | $91,989-42.3% | $72,985-27.3% |
| Participation rate | 60.0% | 72.5%-12.5pp | 78.6%-18.6pp | 69.5%-9.5pp |
| Annual return | 38.44% | 35.35%+3.1pp | 69.02%-30.6pp | 81.00%-42.6pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,135 | $4,883-15.3% | $5,923-30.2% | $3,607+14.6% |
| Admin fee / account holder | $20 | $4,668-99.6% | $7,743-99.7% | $5,124-99.6% |