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 | $64,646 | $181,894-64.5% | $156,549-58.7% | $273,961-76.4% |
| Participation rate | 54.5% | 88.4%-33.8pp | 84.0%-29.5pp | 83.0%-28.5pp |
| Annual return | 7.11% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,105 | $6,248-82.3% | $5,501-79.9% | $4,869-77.3% |
| Participant deferral / active EE | $4,645 | $5,550-16.3% | $4,871-4.6% | $5,287-12.1% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |