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 | $15,243 | $45,073-66.2% | $69,455-78.1% | $72,985-79.1% |
| Participation rate | 56.9% | 68.5%-11.6pp | 74.6%-17.7pp | 69.5%-12.6pp |
| Annual return | 6.11% | 22.65%-16.5pp | 28.97%-22.9pp | 81.00%-74.9pp |
| Employer contribution / active EE | $40 | $2,054-98.0% | $2,779-98.6% | $2,440-98.4% |
| Participant deferral / active EE | $1,484 | $2,602-43.0% | $3,535-58.0% | $3,607-58.9% |
| Admin fee / account holder | $157 | $3,056-94.9% | $3,839-95.9% | $5,124-96.9% |