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 | $84,066 | $81,460+3.2% | $103,333-18.6% | $80,856+4.0% |
| Participation rate | 30.3% | 66.8%-36.5pp | 74.5%-44.2pp | 67.6%-37.3pp |
| Annual return | 12.19% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $489 | $3,105-84.3% | $3,868-87.4% | $2,755-82.2% |
| Participant deferral / active EE | $2,077 | $3,869-46.3% | $5,057-58.9% | $4,296-51.7% |
| Admin fee / account holder | $12 | $6,566-99.8% | $8,355-99.9% | $6,918-99.8% |