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 | $68,948 | $116,175-40.7% | $93,606-26.3% | $152,861-54.9% |
| Participation rate | 65.0% | 78.0%-13.0pp | 75.8%-10.8pp | 82.4%-17.4pp |
| Annual return | 22.84% | 35.96%-13.1pp | 32.76%-9.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $110 | $3,218-96.6% | $2,718-96.0% | $4,762-97.7% |
| Participant deferral / active EE | $2,389 | $4,603-48.1% | $4,069-41.3% | $5,850-59.2% |
| Admin fee / account holder | $111 | $10,748-99.0% | $7,888-98.6% | $11,596-99.0% |