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 | $81,985 | $85,766-4.4% | $136,294-39.8% | $70,131+16.9% |
| Participation rate | 55.4% | 74.2%-18.7pp | 81.9%-26.5pp | 69.5%-14.1pp |
| Annual return | 21.02% | 31.45%-10.4pp | 5155.94%-5134.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,832 | $5,051+55.1% | $6,247+25.4% | $3,332+135.1% |
| Admin fee / account holder | $282 | $5,420-94.8% | $9,243-97.0% | $4,645-93.9% |