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 | $56,094 | $58,512-4.1% | $84,015-33.2% | $72,985-23.1% |
| Participation rate | 68.6% | 61.2%+7.3pp | 69.0%-0.4pp | 69.5%-0.9pp |
| Annual return | 19.10% | 28.93%-9.8pp | 71.31%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $61 | $1,163-94.7% | $1,983-96.9% | $2,440-97.5% |
| Participant deferral / active EE | $2,283 | $2,394-4.6% | $3,239-29.5% | $3,607-36.7% |
| Admin fee / account holder | $82 | $4,569-98.2% | $6,101-98.7% | $5,124-98.4% |