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 | $103,662 | $177,572-41.6% | $154,803-33.0% | $142,382-27.2% |
| Participation rate | 39.1% | 82.1%-42.9pp | 78.1%-38.9pp | 80.1%-41.0pp |
| Annual return | 17.25% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $452 | $4,810-90.6% | $4,305-89.5% | $4,299-89.5% |
| Participant deferral / active EE | $4,604 | $6,272-26.6% | $5,540-16.9% | $6,507-29.2% |
| Admin fee / account holder | $4 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |