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 | $187,679 | $98,750+90.1% | $149,696+25.4% | $79,858+135.0% |
| Participation rate | 14.8% | 75.8%-61.0pp | 82.5%-67.7pp | 69.6%-54.8pp |
| Annual return | 22.77% | 27.43%-4.7pp | 276.60%-253.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $12 | $3,216-99.6% | $4,644-99.7% | $2,471-99.5% |
| Participant deferral / active EE | $2,914 | $5,680-48.7% | $6,842-57.4% | $3,740-22.1% |
| Admin fee / account holder | $15 | $6,053-99.8% | $9,309-99.8% | $5,306-99.7% |