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 | $192,692 | $68,547+181.1% | $120,354+60.1% | $80,856+138.3% |
| Participation rate | 22.9% | 61.6%-38.7pp | 71.9%-49.1pp | 67.6%-44.8pp |
| Annual return | 15.58% | 23.60%-8.0pp | 107.15%-91.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $230 | $2,051-88.8% | $3,463-93.4% | $2,755-91.7% |
| Participant deferral / active EE | $9,923 | $3,173+212.7% | $4,991+98.8% | $4,296+131.0% |
| Admin fee / account holder | $135 | $5,732-97.6% | $9,423-98.6% | $6,918-98.0% |