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 | $46,065 | $69,977-34.2% | $108,579-57.6% | $62,891-26.8% |
| Participation rate | 46.9% | 72.9%-26.0pp | 79.6%-32.7pp | 69.3%-22.4pp |
| Annual return | 5.55% | 10.73%-5.2pp | -51.70%+57.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $434 | $2,135-79.7% | $3,758-88.5% | $2,281-81.0% |
| Participant deferral / active EE | $2,589 | $3,165-18.2% | $4,311-39.9% | $3,203-19.2% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |