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 | $78,336 | $104,664-25.2% | $85,682-8.6% | $167,490-53.2% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 23.17% | 21.45%+1.7pp | 21.49%+1.7pp | 478.56%-455.4pp |
| Employer contribution / active EE | $396 | $3,337-88.1% | $2,618-84.9% | $4,837-91.8% |
| Participant deferral / active EE | $1,583 | $4,824-67.2% | $3,923-59.7% | $6,341-75.0% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |