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 | $187,751 | $106,515+76.3% | $96,683+94.2% | $139,434+34.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.65% | 38.43%-20.8pp | 35.69%-18.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $395 | $4,103-90.4% | $3,737-89.4% | $4,751-91.7% |
| Participant deferral / active EE | $5,600 | $5,454+2.7% | $4,878+14.8% | $6,710-16.5% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |