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 9-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 | $186,909 | $53,777+247.6% | $134,143+39.3% | $79,858+134.1% |
| Participation rate | 23.3% | 58.8%-35.4pp | 72.2%-48.8pp | 69.6%-46.3pp |
| Annual return | 13.05% | 19.01%-6.0pp | 36.33%-23.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $980 | $2,420-59.5% | $3,499-72.0% | $3,740-73.8% |
| Admin fee / account holder | $27 | $3,984-99.3% | $6,684-99.6% | $5,306-99.5% |