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 | $131,776 | $72,277+82.3% | $101,248+30.2% | $79,858+65.0% |
| Participation rate | 16.7% | 68.5%-51.8pp | 75.8%-59.1pp | 69.6%-53.0pp |
| Annual return | 20.73% | 22.30%-1.6pp | 46.47%-25.7pp | 31.71%-11.0pp |
| Employer contribution / active EE | $336 | $2,692-87.5% | $3,660-90.8% | $2,471-86.4% |
| Participant deferral / active EE | $1,631 | $3,282-50.3% | $4,370-62.7% | $3,740-56.4% |
| Admin fee / account holder | $27 | $4,400-99.4% | $5,945-99.5% | $5,306-99.5% |