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 | $81,694 | $81,947-0.3% | $105,387-22.5% | $72,985+11.9% |
| Participation rate | 20.0% | 76.5%-56.5pp | 82.6%-62.6pp | 69.5%-49.5pp |
| Annual return | 26.04% | 42.90%-16.9pp | 26.82%-0.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $568 | $3,468-83.6% | $4,213-86.5% | $2,440-76.7% |
| Participant deferral / active EE | $2,123 | $4,494-52.8% | $5,502-61.4% | $3,607-41.2% |
| Admin fee / account holder | $2 | $6,258-100.0% | $6,559-100.0% | $5,124-100.0% |