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 | $160,733 | $60,349+166.3% | $74,183+116.7% | $62,891+155.6% |
| Participation rate | 25.4% | 72.7%-47.3pp | 76.6%-51.2pp | 69.3%-43.9pp |
| Annual return | 5.82% | 21.37%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,387 | $2,856+18.6% | $3,550-4.6% | $3,203+5.8% |
| Admin fee / account holder | $249 | $4,261-94.2% | $5,586-95.5% | $4,296-94.2% |