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 | $38,810 | $46,553-16.6% | $64,056-39.4% | $75,163-48.4% |
| Participation rate | 52.5% | 65.9%-13.5pp | 72.3%-19.8pp | 67.2%-14.7pp |
| Annual return | 13.40% | 26.03%-12.6pp | 33.69%-20.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $289 | $1,974-85.3% | $2,747-89.5% | $2,670-89.2% |
| Participant deferral / active EE | $2,617 | $2,837-7.7% | $3,880-32.5% | $4,125-36.6% |
| Admin fee / account holder | $265 | $2,952-91.0% | $3,068-91.4% | $5,651-95.3% |