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 | $21,429 | $56,897-62.3% | $84,750-74.7% | $62,891-65.9% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 7.79% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $278 | $2,400-88.4% | $3,574-92.2% | $2,281-87.8% |
| Participant deferral / active EE | $1,283 | $2,709-52.6% | $3,712-65.4% | $3,203-59.9% |
| Admin fee / account holder | $104 | $3,581-97.1% | $5,332-98.0% | $4,296-97.6% |