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 | $124,080 | $183,592-32.4% | $155,567-20.2% | $145,959-15.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.89% | 61.24%-52.4pp | 64.74%-55.8pp | 561.95%-553.1pp |
| Employer contribution / active EE | $675 | $5,315-87.3% | $4,674-85.6% | $4,661-85.5% |
| Participant deferral / active EE | $3,708 | $6,464-42.6% | $5,628-34.1% | $6,689-44.6% |
| Admin fee / account holder | $30 | $19,318-99.8% | $15,916-99.8% | $13,398-99.8% |