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 | $169,411 | $228,332-25.8% | $185,823-8.8% | $158,922+6.6% |
| Participation rate | 16.7% | 82.3%-65.6pp | 78.0%-61.4pp | 82.0%-65.3pp |
| Annual return | 19.18% | 40.80%-21.6pp | 35.95%-16.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $261 | $4,967-94.7% | $4,087-93.6% | $4,761-94.5% |
| Participant deferral / active EE | $3,053 | $6,415-52.4% | $5,632-45.8% | $5,982-49.0% |
| Admin fee / account holder | $161 | $11,864-98.6% | $9,500-98.3% | $11,246-98.6% |