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 | $112,583 | $53,127+111.9% | $86,590+30.0% | $70,131+60.5% |
| Participation rate | 21.4% | 65.3%-43.9pp | 73.5%-52.1pp | 69.5%-48.1pp |
| Annual return | 15.57% | 27.66%-12.1pp | 964.84%-949.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,260 | $2,696-53.3% | $3,609-65.1% | $3,332-62.2% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |