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 | $179,393 | $162,781+10.2% | $133,956+33.9% | $158,922+12.9% |
| Participation rate | 47.4% | 83.2%-35.9pp | 79.8%-32.5pp | 82.0%-34.6pp |
| Annual return | 6.49% | 41.94%-35.5pp | 45.09%-38.6pp | 302.83%-296.3pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,906 | $5,911-67.8% | $5,048-62.2% | $5,982-68.1% |
| Admin fee / account holder | $208 | $11,736-98.2% | $8,927-97.7% | $11,246-98.1% |