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 | $124,407 | $124,4250% | $112,040+11.0% | $137,256-9.4% |
| Participation rate | 52.9% | 79.3%-26.4pp | 76.5%-23.6pp | 80.0%-27.0pp |
| Annual return | 19.25% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $742 | $3,411-78.3% | $2,954-74.9% | $4,156-82.1% |
| Participant deferral / active EE | $1,911 | $5,718-66.6% | $5,098-62.5% | $6,407-70.2% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |