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 | $112,020 | $80,717+38.8% | $154,803-27.6% | $84,808+32.1% |
| Participation rate | 23.4% | 66.8%-43.4pp | 78.1%-54.7pp | 68.3%-44.9pp |
| Annual return | 19.41% | 37.96%-18.5pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $272 | $2,761-90.2% | $4,305-93.7% | $2,631-89.7% |
| Participant deferral / active EE | $1,304 | $3,303-60.5% | $5,540-76.5% | $4,212-69.0% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |