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 4-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 | $166,104 | $80,717+105.8% | $154,803+7.3% | $84,808+95.9% |
| Participation rate | 19.2% | 66.8%-47.6pp | 78.1%-58.8pp | 68.3%-49.1pp |
| Annual return | 27.59% | 37.96%-10.4pp | 58.88%-31.3pp | 40.90%-13.3pp |
| Employer contribution / active EE | $80 | $2,761-97.1% | $4,305-98.1% | $2,631-96.9% |
| Participant deferral / active EE | $2,803 | $3,303-15.1% | $5,540-49.4% | $4,212-33.4% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |