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 | $121,339 | $80,968+49.9% | $96,544+25.7% | $75,163+61.4% |
| Participation rate | 36.7% | 71.8%-35.1pp | 76.0%-39.3pp | 67.2%-30.5pp |
| Annual return | 13.21% | 27.06%-13.8pp | 25.84%-12.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $465 | $2,282-79.6% | $2,965-84.3% | $2,670-82.6% |
| Participant deferral / active EE | $2,783 | $3,928-29.2% | $4,851-42.6% | $4,125-32.5% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |