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 | $229,592 | $107,334+113.9% | $92,893+147.2% | $152,861+50.2% |
| Participation rate | 21.4% | 79.8%-58.4pp | 76.0%-54.6pp | 82.4%-61.0pp |
| Annual return | 17.90% | 145.58%-127.7pp | 109.41%-91.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $414 | $4,221-90.2% | $3,653-88.7% | $4,762-91.3% |
| Participant deferral / active EE | $3,651 | $4,845-24.6% | $4,236-13.8% | $5,850-37.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |