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 | $162,661 | $81,460+99.7% | $103,333+57.4% | $80,856+101.2% |
| Participation rate | 19.6% | 66.8%-47.3pp | 74.5%-54.9pp | 67.6%-48.1pp |
| Annual return | 11.09% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $795 | $3,105-74.4% | $3,868-79.4% | $2,755-71.1% |
| Participant deferral / active EE | $3,318 | $3,869-14.2% | $5,057-34.4% | $4,296-22.8% |
| Admin fee / account holder | $5 | $6,566-99.9% | $8,355-99.9% | $6,918-99.9% |