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 | $178,321 | $99,985+78.3% | $146,665+21.6% | $85,850+107.7% |
| Participation rate | 68.3% | 73.1%-4.8pp | 80.1%-11.8pp | 69.3%-1.0pp |
| Annual return | 16.91% | 18.93%-2.0pp | 22.74%-5.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,270 | $4,006+81.5% | $5,506+32.0% | $3,952+84.0% |
| Admin fee / account holder | $87 | $7,702-98.9% | $10,280-99.2% | $6,260-98.6% |