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 | $161,332 | $114,381+41.0% | $107,525+50.0% | $142,382+13.3% |
| Participation rate | 20.8% | 78.1%-57.3pp | 75.1%-54.2pp | 80.1%-59.3pp |
| Annual return | 18.06% | 242.71%-224.6pp | 181.32%-163.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $729 | $4,015-81.8% | $3,754-80.6% | $4,299-83.0% |
| Participant deferral / active EE | $2,373 | $5,564-57.4% | $5,116-53.6% | $6,507-63.5% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |