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 | $147,580 | $183,963-19.8% | $162,163-9.0% | $152,861-3.5% |
| Participation rate | 20.0% | 88.5%-68.5pp | 87.6%-67.6pp | 82.4%-62.4pp |
| Annual return | 32.25% | 150.76%-118.5pp | 115.59%-83.3pp | 345.32%-313.1pp |
| Employer contribution / active EE | $912 | $6,371-85.7% | $5,614-83.8% | $4,762-80.8% |
| Participant deferral / active EE | $4,800 | $8,034-40.3% | $7,298-34.2% | $5,850-18.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |