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 | $100,607 | $198,466-49.3% | $170,442-41.0% | $147,584-31.8% |
| Participation rate | 45.8% | 88.0%-42.1pp | 83.6%-37.8pp | 82.8%-37.0pp |
| Annual return | 21.07% | 257.29%-236.2pp | 205.93%-184.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $416 | $6,184-93.3% | $5,433-92.3% | $4,876-91.5% |
| Participant deferral / active EE | $3,574 | $5,629-36.5% | $4,939-27.6% | $5,439-34.3% |
| Admin fee / account holder | $6 | $16,852-100.0% | $13,880-100.0% | $10,885-99.9% |