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 | $113,229 | $22,587+401.3% | $65,255+73.5% | $75,163+50.6% |
| Participation rate | 27.4% | 63.1%-35.7pp | 65.0%-37.5pp | 67.2%-39.8pp |
| Annual return | 25.50% | 71.03%-45.5pp | 47.35%-21.9pp | 160.62%-135.1pp |
| Employer contribution / active EE | $63 | $941-93.3% | $1,691-96.3% | $2,670-97.6% |
| Participant deferral / active EE | $1,258 | $1,695-25.8% | $2,831-55.6% | $4,125-69.5% |
| Admin fee / account holder | $237 | $1,876-87.4% | $4,112-94.2% | $5,651-95.8% |