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 | $83,305 | $148,534-43.9% | $135,903-38.7% | $139,434-40.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 21.38% | 79.19%-57.8pp | 68.23%-46.8pp | 372.94%-351.6pp |
| Employer contribution / active EE | $459 | $5,243-91.3% | $4,856-90.6% | $4,751-90.3% |
| Participant deferral / active EE | $8,213 | $8,100+1.4% | $7,758+5.9% | $6,710+22.4% |
| Admin fee / account holder | $229 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |