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 | $247,969 | $68,073+264.3% | $76,080+225.9% | $85,850+188.8% |
| Participation rate | 7.8% | 72.5%-64.7pp | 79.4%-71.6pp | 69.3%-61.5pp |
| Annual return | 12.38% | 19.42%-7.0pp | 42.50%-30.1pp | 318.53%-306.2pp |
| Employer contribution / active EE | $390 | $3,209-87.9% | $3,962-90.2% | $2,565-84.8% |
| Participant deferral / active EE | $1,036 | $3,799-72.7% | $4,905-78.9% | $3,952-73.8% |
| Admin fee / account holder | $0 | $3,422-100.0% | $4,883-100.0% | $6,260-100.0% |