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 | $106,863 | $144,119-25.9% | $117,854-9.3% | $147,584-27.6% |
| Participation rate | 61.5% | 83.4%-21.9pp | 79.7%-18.1pp | 82.8%-21.3pp |
| Annual return | 13.18% | 531.15%-518.0pp | 335.08%-321.9pp | 578.55%-565.4pp |
| Employer contribution / active EE | $658 | $4,896-86.6% | $3,786-82.6% | $4,876-86.5% |
| Participant deferral / active EE | $3,200 | $5,316-39.8% | $4,482-28.6% | $5,439-41.2% |
| Admin fee / account holder | $165 | $10,886-98.5% | $8,020-97.9% | $10,885-98.5% |