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 | $45,751 | $46,553-1.7% | $64,056-28.6% | $75,163-39.1% |
| Participation rate | 60.5% | 65.9%-5.5pp | 72.3%-11.8pp | 67.2%-6.7pp |
| Annual return | 19.29% | 26.03%-6.7pp | 33.69%-14.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $348 | $1,974-82.4% | $2,747-87.3% | $2,670-87.0% |
| Participant deferral / active EE | $2,269 | $2,837-20.0% | $3,880-41.5% | $4,125-45.0% |
| Admin fee / account holder | $172 | $2,952-94.2% | $3,068-94.4% | $5,651-97.0% |