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 | $188,855 | $181,894+3.8% | $156,549+20.6% | $273,961-31.1% |
| Participation rate | 26.7% | 88.4%-61.7pp | 84.0%-57.3pp | 83.0%-56.3pp |
| Annual return | 5.54% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $870 | $6,248-86.1% | $5,501-84.2% | $4,869-82.1% |
| Participant deferral / active EE | $3,169 | $5,550-42.9% | $4,871-34.9% | $5,287-40.1% |
| Admin fee / account holder | -$848 | $15,559-105.5% | $13,027-106.5% | $10,132-108.4% |