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 | $64,597 | $209,411-69.2% | $178,490-63.8% | $158,922-59.4% |
| Participation rate | 41.7% | 86.3%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 8.07% | 188.75%-180.7pp | 151.07%-143.0pp | 302.83%-294.8pp |
| Employer contribution / active EE | $851 | $5,706-85.1% | $5,011-83.0% | $4,761-82.1% |
| Participant deferral / active EE | $2,739 | $5,954-54.0% | $5,202-47.3% | $5,982-54.2% |
| Admin fee / account holder | $269 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |