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 | $85,774 | $99,341-13.7% | $84,750+1.2% | $273,961-68.7% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 11.40% | 22.93%-11.5pp | 22.78%-11.4pp | 41.45%-30.0pp |
| Employer contribution / active EE | $356 | $4,214-91.5% | $3,574-90.0% | $4,869-92.7% |
| Participant deferral / active EE | $1,215 | $4,269-71.5% | $3,712-67.3% | $5,287-77.0% |
| Admin fee / account holder | $4 | $6,644-99.9% | $5,332-99.9% | $10,132-100.0% |