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 | $68,134 | $56,110+21.4% | $94,993-28.3% | $70,131-2.8% |
| Participation rate | 40.5% | 65.0%-24.5pp | 73.9%-33.3pp | 69.5%-29.0pp |
| Annual return | 14.70% | 51.02%-36.3pp | 27.12%-12.4pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,044 | $2,391-14.5% | $3,317-38.4% | $3,332-38.6% |
| Admin fee / account holder | $184 | $3,456-94.7% | $4,960-96.3% | $4,645-96.0% |