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 | $107,364 | $232,540-53.8% | $185,117-42.0% | $147,584-27.3% |
| Participation rate | 13.0% | 82.4%-69.3pp | 77.3%-64.2pp | 82.8%-69.8pp |
| Annual return | 21.87% | 43.03%-21.2pp | 40.50%-18.6pp | 578.55%-556.7pp |
| Employer contribution / active EE | $216 | $5,195-95.8% | $4,182-94.8% | $4,876-95.6% |
| Participant deferral / active EE | $2,348 | $5,834-59.8% | $5,045-53.5% | $5,439-56.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |