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 | $238,613 | $183,519+30.0% | $155,509+53.4% | $145,922+63.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.00% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $270 | $5,313-94.9% | $4,672-94.2% | $4,660-94.2% |
| Participant deferral / active EE | $5,252 | $6,462-18.7% | $5,626-6.7% | $6,688-21.5% |
| Admin fee / account holder | $272 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |