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 | $98,178 | $69,518+41.2% | $59,878+64.0% | $135,375-27.5% |
| Participation rate | 26.1% | 77.8%-51.7pp | 74.7%-48.6pp | 82.6%-56.6pp |
| Annual return | 9.22% | 7.94%+1.3pp | 3.46%+5.8pp | 519.73%-510.5pp |
| Employer contribution / active EE | $184 | $3,235-94.3% | $2,722-93.3% | $4,779-96.2% |
| Participant deferral / active EE | $2,326 | $4,206-44.7% | $3,402-31.6% | $5,609-58.5% |
| Admin fee / account holder | $23 | $5,734-99.6% | $3,590-99.4% | $10,827-99.8% |