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 | $197,740 | $180,449+9.6% | $154,107+28.3% | $135,375+46.1% |
| Participation rate | 27.3% | 87.4%-60.2pp | 83.0%-55.8pp | 82.6%-55.4pp |
| Annual return | 11.14% | 888.09%-877.0pp | 735.12%-724.0pp | 519.73%-508.6pp |
| Employer contribution / active EE | $12 | $6,035-99.8% | $5,298-99.8% | $4,779-99.7% |
| Participant deferral / active EE | $4,964 | $5,806-14.5% | $5,081-2.3% | $5,609-11.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |