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 | $62,032 | $198,466-68.7% | $170,442-63.6% | $147,584-58.0% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 15.68% | 257.29%-241.6pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $974 | $6,184-84.3% | $5,433-82.1% | $4,876-80.0% |
| Participant deferral / active EE | $3,192 | $5,629-43.3% | $4,939-35.4% | $5,439-41.3% |
| Admin fee / account holder | $156 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |