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 | $45,917 | $198,466-76.9% | $170,442-73.1% | $147,584-68.9% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 12.79% | 257.29%-244.5pp | 205.93%-193.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,047 | $6,184-83.1% | $5,433-80.7% | $4,876-78.5% |
| Participant deferral / active EE | $4,309 | $5,629-23.5% | $4,939-12.8% | $5,439-20.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |