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 | $85,005 | $98,750-13.9% | $149,696-43.2% | $79,858+6.4% |
| Participation rate | 45.3% | 75.8%-30.4pp | 82.5%-37.1pp | 69.6%-24.3pp |
| Annual return | 17.59% | 27.43%-9.8pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,034 | $5,680-29.0% | $6,842-41.0% | $3,740+7.9% |
| Admin fee / account holder | $25 | $6,053-99.6% | $9,309-99.7% | $5,306-99.5% |