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 | $63,347 | $62,586+1.2% | $76,768-17.5% | $64,186-1.3% |
| Participation rate | 52.0% | 72.8%-20.8pp | 77.0%-25.0pp | 69.6%-17.6pp |
| Annual return | -3.57% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $285 | $1,832-84.5% | $2,485-88.5% | $2,381-88.0% |
| Participant deferral / active EE | $2,488 | $3,145-20.9% | $3,852-35.4% | $3,470-28.3% |
| Admin fee / account holder | $80 | $4,667-98.3% | $6,675-98.8% | $4,888-98.4% |