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 | $127,370 | $201,272-36.7% | $184,203-30.9% | $145,922-12.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 21.18% | 29.00%-7.8pp | 28.81%-7.6pp | 561.29%-540.1pp |
| Employer contribution / active EE | $731 | $7,022-89.6% | $6,427-88.6% | $4,660-84.3% |
| Participant deferral / active EE | $7,921 | $9,806-19.2% | $9,131-13.3% | $6,688+18.4% |
| Admin fee / account holder | $124 | $16,364-99.2% | $13,901-99.1% | $13,397-99.1% |