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 | $106,950 | $152,587-29.9% | $125,175-14.6% | $152,861-30.0% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.6pp | 82.4%-13.2pp |
| Annual return | 27.22% | 54.84%-27.6pp | 43.79%-16.6pp | 345.32%-318.1pp |
| Employer contribution / active EE | $495 | $4,946-90.0% | $3,865-87.2% | $4,762-89.6% |
| Participant deferral / active EE | $1,873 | $5,868-68.1% | $4,937-62.1% | $5,850-68.0% |
| Admin fee / account holder | $173 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |