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 | $126,022 | $197,591-36.2% | $177,821-29.1% | $158,922-20.7% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.7%-50.2pp | 82.0%-44.5pp |
| Annual return | 17.18% | 58.76%-41.6pp | 48.32%-31.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,424 | $6,697-78.7% | $5,918-75.9% | $4,761-70.1% |
| Participant deferral / active EE | $3,144 | $8,405-62.6% | $7,714-59.2% | $5,982-47.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |