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 | $151,415 | $817,678-81.5% | $392,568-61.4% | $152,861-0.9% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.1%-13.1pp | 82.4%-17.4pp |
| Annual return | 18.40% | 22.84%-4.4pp | 24.42%-6.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $829 | $5,502-84.9% | $3,783-78.1% | $4,762-82.6% |
| Participant deferral / active EE | $4,807 | $8,398-42.8% | $5,985-19.7% | $5,850-17.8% |
| Admin fee / account holder | $217 | $12,095-98.2% | $6,260-96.5% | $11,596-98.1% |