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 | $62,876 | $43,327+45.1% | $59,878+5.0% | $64,186-2.0% |
| Participation rate | 50.0% | 69.2%-19.2pp | 74.7%-24.7pp | 69.6%-19.6pp |
| Annual return | -0.43% | -1.55%+1.1pp | 3.46%-3.9pp | 7.63%-8.1pp |
| Employer contribution / active EE | $300 | $2,028-85.2% | $2,722-89.0% | $2,381-87.4% |
| Participant deferral / active EE | $2,177 | $2,546-14.5% | $3,402-36.0% | $3,470-37.3% |
| Admin fee / account holder | $189 | $3,005-93.7% | $3,590-94.7% | $4,888-96.1% |