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 | $154,781 | $107,934+43.4% | $91,989+68.3% | $152,861+1.3% |
| Participation rate | 65.2% | 81.2%-16.0pp | 78.6%-13.4pp | 82.4%-17.2pp |
| Annual return | 23.91% | 89.24%-65.3pp | 69.02%-45.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,380 | $6,364+63.1% | $5,923+75.3% | $5,850+77.4% |
| Admin fee / account holder | $115 | $10,520-98.9% | $7,743-98.5% | $11,596-99.0% |