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 | $213,541 | $198,466+7.6% | $170,442+25.3% | $147,584+44.7% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 17.50% | 257.29%-239.8pp | 205.93%-188.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $792 | $6,184-87.2% | $5,433-85.4% | $4,876-83.7% |
| Participant deferral / active EE | $3,650 | $5,629-35.2% | $4,939-26.1% | $5,439-32.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |