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 | $107,524 | $46,869+129.4% | $122,332-12.1% | $70,131+53.3% |
| Participation rate | 32.8% | 58.2%-25.4pp | 71.6%-38.8pp | 69.5%-36.8pp |
| Annual return | 17.74% | 24.22%-6.5pp | 30.27%-12.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,062 | $2,166+87.5% | $3,287+23.6% | $3,332+21.9% |
| Admin fee / account holder | $90 | $3,322-97.3% | $5,478-98.4% | $4,645-98.1% |