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 | $104,186 | $52,580+98.1% | $71,671+45.4% | $70,131+48.6% |
| Participation rate | 14.3% | 60.9%-46.6pp | 68.7%-54.5pp | 69.5%-55.3pp |
| Annual return | 15.19% | 20.25%-5.1pp | 20.65%-5.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $208 | $1,616-87.1% | $2,460-91.5% | $2,342-91.1% |
| Participant deferral / active EE | $1,915 | $2,386-19.7% | $3,438-44.3% | $3,332-42.5% |
| Admin fee / account holder | -$46 | $3,653-101.3% | $5,558-100.8% | $4,645-101.0% |