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 | $93,562 | $124,281-24.7% | $109,143-14.3% | $167,490-44.1% |
| Participation rate | 52.2% | 79.4%-27.3pp | 75.9%-23.7pp | 82.1%-29.9pp |
| Annual return | 26.16% | 26.04%+0.1pp | 25.75%+0.4pp | 478.56%-452.4pp |
| Employer contribution / active EE | $687 | $4,207-83.7% | $3,722-81.5% | $4,837-85.8% |
| Participant deferral / active EE | $2,748 | $5,255-47.7% | $4,653-40.9% | $6,341-56.7% |
| Admin fee / account holder | $63 | $7,970-99.2% | $6,752-99.1% | $12,309-99.5% |