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 | $217,570 | $165,335+31.6% | $149,696+45.3% | $158,922+36.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 25.60% | 348.15%-322.5pp | 276.60%-251.0pp | 302.83%-277.2pp |
| Employer contribution / active EE | $720 | $5,103-85.9% | $4,644-84.5% | $4,761-84.9% |
| Participant deferral / active EE | $3,600 | $7,181-49.9% | $6,842-47.4% | $5,982-39.8% |
| Admin fee / account holder | $60 | $10,807-99.4% | $9,309-99.4% | $11,246-99.5% |