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 | $105,265 | $95,803+9.9% | $113,168-7.0% | $84,808+24.1% |
| Participation rate | 46.5% | 72.9%-26.4pp | 76.6%-30.1pp | 68.3%-21.8pp |
| Annual return | 16.73% | 25.00%-8.3pp | 24.27%-7.5pp | 40.90%-24.2pp |
| Employer contribution / active EE | $476 | $2,360-79.8% | $2,975-84.0% | $2,631-81.9% |
| Participant deferral / active EE | $2,201 | $4,242-48.1% | $5,107-56.9% | $4,212-47.7% |
| Admin fee / account holder | $73 | $8,989-99.2% | $12,068-99.4% | $7,344-99.0% |