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 | $22,820 | $43,327-47.3% | $59,878-61.9% | $64,186-64.4% |
| Participation rate | 24.0% | 69.2%-45.2pp | 74.7%-50.7pp | 69.6%-45.6pp |
| Annual return | 9.28% | -1.55%+10.8pp | 3.46%+5.8pp | 7.63%+1.6pp |
| Employer contribution / active EE | $171 | $2,028-91.6% | $2,722-93.7% | $2,381-92.8% |
| Participant deferral / active EE | $1,464 | $2,546-42.5% | $3,402-57.0% | $3,470-57.8% |
| Admin fee / account holder | $36 | $3,005-98.8% | $3,590-99.0% | $4,888-99.3% |