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 | $80,126 | $52,406+52.9% | $129,207-38.0% | $74,495+7.6% |
| Participation rate | 24.8% | 53.8%-29.0pp | 69.6%-44.8pp | 67.2%-42.4pp |
| Annual return | 22.24% | 15.66%+6.6pp | 9417.33%-9395.1pp | 1364.94%-1342.7pp |
| Employer contribution / active EE | $177 | $1,531-88.5% | $4,153-95.7% | $2,623-93.3% |
| Participant deferral / active EE | $1,313 | $2,794-53.0% | $4,168-68.5% | $4,346-69.8% |
| Admin fee / account holder | $221 | $2,633-91.6% | $7,715-97.1% | $1,942-88.6% |