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 5-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 | $142,731 | $92,798+53.8% | $96,707+47.6% | $137,256+4.0% |
| Participation rate | 40.0% | 81.6%-41.6pp | 80.4%-40.4pp | 80.0%-40.0pp |
| Annual return | 16.20% | 31.24%-15.0pp | 34.78%-18.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $738 | $4,147-82.2% | $4,191-82.4% | $4,156-82.3% |
| Participant deferral / active EE | $10,900 | $5,877+85.5% | $5,997+81.8% | $6,407+70.1% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |