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 | $44,476 | $57,065-22.1% | $75,670-41.2% | $70,131-36.6% |
| Participation rate | 47.1% | 68.1%-21.0pp | 72.3%-25.3pp | 69.5%-22.5pp |
| Annual return | 21.69% | 23.57%-1.9pp | 27.34%-5.7pp | 73.14%-51.5pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,071 | $2,580-58.5% | $3,142-65.9% | $3,332-67.8% |
| Admin fee / account holder | $56 | $3,825-98.5% | $5,800-99.0% | $4,645-98.8% |