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 | $46,250 | $99,341-53.4% | $84,750-45.4% | $273,961-83.1% |
| Participation rate | 41.7% | 80.7%-39.0pp | 76.6%-34.9pp | 83.0%-41.3pp |
| Annual return | 3.71% | 22.93%-19.2pp | 22.78%-19.1pp | 41.45%-37.7pp |
| Employer contribution / active EE | $184 | $4,214-95.6% | $3,574-94.8% | $4,869-96.2% |
| Participant deferral / active EE | $1,471 | $4,269-65.5% | $3,712-60.4% | $5,287-72.2% |
| Admin fee / account holder | $47 | $6,644-99.3% | $5,332-99.1% | $10,132-99.5% |