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 | $172,264 | $80,717+113.4% | $154,803+11.3% | $84,808+103.1% |
| Participation rate | 26.7% | 66.8%-40.1pp | 78.1%-51.4pp | 68.3%-41.6pp |
| Annual return | 17.55% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,241 | $3,303-1.9% | $5,540-41.5% | $4,212-23.1% |
| Admin fee / account holder | $6 | $6,746-99.9% | $14,329-100.0% | $7,344-99.9% |