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 8-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 | $104,976 | $81,446+28.9% | $103,374+1.5% | $80,874+29.8% |
| Participation rate | 54.5% | 66.9%-12.3pp | 74.5%-20.0pp | 67.6%-13.1pp |
| Annual return | 20.35% | 25.57%-5.2pp | 24.89%-4.5pp | 35.62%-15.3pp |
| Employer contribution / active EE | $184 | $3,107-94.1% | $3,869-95.2% | $2,756-93.3% |
| Participant deferral / active EE | $3,440 | $3,870-11.1% | $5,058-32.0% | $4,297-19.9% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |