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 8-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 | $183,320 | $49,227+272.4% | $70,449+160.2% | $79,858+129.6% |
| Participation rate | 8.0% | 69.2%-61.2pp | 75.1%-67.1pp | 69.6%-61.6pp |
| Annual return | 18.21% | 30.06%-11.9pp | 109.03%-90.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $129 | $2,099-93.9% | $2,737-95.3% | $2,471-94.8% |
| Participant deferral / active EE | $1,393 | $2,768-49.7% | $3,709-62.4% | $3,740-62.8% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |