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 | $110,078 | $86,286+27.6% | $111,297-1.1% | $85,850+28.2% |
| Participation rate | 41.9% | 73.3%-31.4pp | 77.3%-35.4pp | 69.3%-27.4pp |
| Annual return | 29.81% | 19.99%+9.8pp | 54.65%-24.8pp | 318.53%-288.7pp |
| Employer contribution / active EE | $405 | $2,043-80.2% | $2,731-85.2% | $2,565-84.2% |
| Participant deferral / active EE | $2,810 | $3,641-22.8% | $4,487-37.4% | $3,952-28.9% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |