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 | $72,768 | $48,230+50.9% | $67,502+7.8% | $80,856-10.0% |
| Participation rate | 30.6% | 66.4%-35.8pp | 72.9%-42.3pp | 67.6%-37.1pp |
| Annual return | 17.05% | 18.28%-1.2pp | 3512.12%-3495.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,578 | $2,924-11.8% | $4,000-35.5% | $4,296-40.0% |
| Admin fee / account holder | $300 | $3,681-91.9% | $3,998-92.5% | $6,918-95.7% |