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 | $163,138 | $47,848+240.9% | $81,478+100.2% | $70,131+132.6% |
| Participation rate | 8.3% | 58.3%-49.9pp | 68.0%-59.6pp | 69.5%-61.2pp |
| Annual return | 18.27% | 27.25%-9.0pp | 38.78%-20.5pp | 73.14%-54.9pp |
| Employer contribution / active EE | $113 | $1,527-92.6% | $2,568-95.6% | $2,342-95.2% |
| Participant deferral / active EE | $1,035 | $2,453-57.8% | $3,537-70.7% | $3,332-68.9% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |