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 8-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 | $96,468 | $88,672+8.8% | $105,223-8.3% | $82,448+17.0% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 18.13% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $434 | $3,048-85.8% | $3,689-88.2% | $2,551-83.0% |
| Participant deferral / active EE | $3,160 | $4,036-21.7% | $5,072-37.7% | $4,139-23.7% |
| Admin fee / account holder | $294 | $7,146-95.9% | $8,859-96.7% | $7,234-95.9% |