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 | $76,651 | $185,822-58.8% | $169,993-54.9% | $139,434-45.0% |
| Participation rate | 28.6% | 87.8%-59.2pp | 87.0%-58.4pp | 80.3%-51.7pp |
| Annual return | 16.71% | 60.50%-43.8pp | 53.37%-36.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,598 | $11,622-60.4% | $10,408-55.8% | $6,710-31.5% |
| Admin fee / account holder | $51 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |