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 | $197,619 | $59,443+232.5% | $70,164+181.7% | $75,163+162.9% |
| Participation rate | 10.6% | 71.6%-61.0pp | 78.8%-68.2pp | 67.2%-56.6pp |
| Annual return | 15.23% | 18.53%-3.3pp | 18.87%-3.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $378 | $3,306-88.6% | $4,287-91.2% | $2,670-85.8% |
| Participant deferral / active EE | $954 | $3,653-73.9% | $5,395-82.3% | $4,125-76.9% |
| Admin fee / account holder | $0 | $4,397-100.0% | $4,561-100.0% | $5,651-100.0% |