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 | $23,102 | $47,944-51.8% | $67,834-65.9% | $62,891-63.3% |
| Participation rate | 59.3% | 61.1%-1.8pp | 68.8%-9.5pp | 69.3%-10.0pp |
| Annual return | 6.75% | 11.77%-5.0pp | 138.47%-131.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,808 | $2,247+25.0% | $3,160-11.1% | $3,203-12.3% |
| Admin fee / account holder | $239 | $3,712-93.6% | $4,622-94.8% | $4,296-94.4% |