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 | $94,338+51.3% | $100,534+42.0% | $142,382+0.2% |
| Participation rate | 40.0% | 81.7%-41.7pp | 80.6%-40.6pp | 80.1%-40.1pp |
| Annual return | 16.20% | 29.20%-13.0pp | 32.66%-16.5pp | 217.08%-200.9pp |
| Employer contribution / active EE | $738 | $4,237-82.6% | $4,346-83.0% | $4,299-82.8% |
| Participant deferral / active EE | $10,900 | $5,934+83.7% | $6,144+77.4% | $6,507+67.5% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |