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 | $99,649 | $65,365+52.4% | $92,893+7.3% | $72,985+36.5% |
| Participation rate | 48.1% | 68.3%-20.2pp | 76.0%-27.9pp | 69.5%-21.3pp |
| Annual return | 20.55% | 42.10%-21.6pp | 109.41%-88.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $251 | $2,594-90.3% | $3,653-93.1% | $2,440-89.7% |
| Participant deferral / active EE | $1,994 | $3,128-36.3% | $4,236-52.9% | $3,607-44.7% |
| Admin fee / account holder | $205 | $4,251-95.2% | $5,794-96.5% | $5,124-96.0% |