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 8-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 | $118,121 | $111,754+5.7% | $103,333+14.3% | $145,922-19.1% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 12.36% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $396 | $4,212-90.6% | $3,868-89.8% | $4,660-91.5% |
| Participant deferral / active EE | $3,318 | $5,619-41.0% | $5,057-34.4% | $6,688-50.4% |
| Admin fee / account holder | $6 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |