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 | $127,102 | $85,006+49.5% | $76,190+66.8% | $145,922-12.9% |
| Participation rate | 35.0% | 82.9%-47.9pp | 79.3%-44.3pp | 80.3%-45.3pp |
| Annual return | 19.51% | 13.11%+6.4pp | 13.78%+5.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,125 | $5,265-78.6% | $4,578-75.4% | $4,660-75.9% |
| Participant deferral / active EE | $4,484 | $6,392-29.9% | $5,474-18.1% | $6,688-33.0% |
| Admin fee / account holder | $0 | $5,760-100.0% | $5,123-100.0% | $13,397-100.0% |