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 | $38,234 | $88,707-56.9% | $74,183-48.5% | $273,961-86.0% |
| Participation rate | 36.4% | 79.4%-43.1pp | 76.6%-40.3pp | 83.0%-46.7pp |
| Annual return | 9.95% | 11.94%-2.0pp | 17.74%-7.8pp | 41.45%-31.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,548 | $4,212-63.2% | $3,550-56.4% | $5,287-70.7% |
| Admin fee / account holder | $56 | $8,717-99.4% | $5,586-99.0% | $10,132-99.4% |