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 | $199,598 | $73,933+170.0% | $96,683+106.4% | $75,163+165.6% |
| Participation rate | 14.6% | 66.4%-51.8pp | 74.3%-59.7pp | 67.2%-52.6pp |
| Annual return | 22.12% | 26.70%-4.6pp | 35.69%-13.6pp | 160.62%-138.5pp |
| Employer contribution / active EE | $340 | $2,928-88.4% | $3,737-90.9% | $2,670-87.3% |
| Participant deferral / active EE | $1,699 | $3,659-53.6% | $4,878-65.2% | $4,125-58.8% |
| Admin fee / account holder | $15 | $5,216-99.7% | $6,730-99.8% | $5,651-99.7% |