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 | $102,395 | $89,355+14.6% | $141,162-27.5% | $72,985+40.3% |
| Participation rate | 32.3% | 75.1%-42.9pp | 82.5%-50.2pp | 69.5%-37.2pp |
| Annual return | 25.23% | 111.85%-86.6pp | 71.39%-46.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $455 | $3,114-85.4% | $4,735-90.4% | $2,440-81.4% |
| Participant deferral / active EE | $2,596 | $5,418-52.1% | $6,709-61.3% | $3,607-28.0% |
| Admin fee / account holder | $3 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |