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 | $109,970 | $159,901-31.2% | $146,958-25.2% | $145,922-24.6% |
| Participation rate | 23.5% | 84.0%-60.5pp | 82.2%-58.6pp | 80.3%-56.7pp |
| Annual return | 18.37% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $691 | $5,286-86.9% | $4,933-86.0% | $4,660-85.2% |
| Participant deferral / active EE | $5,770 | $8,428-31.5% | $8,070-28.5% | $6,688-13.7% |
| Admin fee / account holder | $30 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |