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 | $70,036 | $209,411-66.6% | $178,490-60.8% | $158,922-55.9% |
| Participation rate | 40.9% | 86.3%-45.4pp | 81.9%-41.0pp | 82.0%-41.0pp |
| Annual return | 11.94% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $652 | $5,706-88.6% | $5,011-87.0% | $4,761-86.3% |
| Participant deferral / active EE | $2,400 | $5,954-59.7% | $5,202-53.9% | $5,982-59.9% |
| Admin fee / account holder | $129 | $17,074-99.2% | $13,984-99.1% | $11,246-98.9% |