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 | $89,592 | $99,652-10.1% | $78,778+13.7% | $147,584-39.3% |
| Participation rate | 37.5% | 76.2%-38.7pp | 69.2%-31.7pp | 82.8%-45.3pp |
| Annual return | 18.69% | 47.28%-28.6pp | 35.62%-16.9pp | 578.55%-559.9pp |
| Employer contribution / active EE | $303 | $2,796-89.2% | $1,986-84.7% | $4,876-93.8% |
| Participant deferral / active EE | $986 | $3,664-73.1% | $2,958-66.7% | $5,439-81.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |