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 | $116,741 | $103,376+12.9% | $87,100+34.0% | $152,861-23.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 22.26% | 28.10%-5.8pp | 28.19%-5.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $350 | $3,220-89.1% | $2,521-86.1% | $4,762-92.7% |
| Participant deferral / active EE | $1,848 | $4,778-61.3% | $4,049-54.4% | $5,850-68.4% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |