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 | $141,014 | $107,334+31.4% | $92,893+51.8% | $152,861-7.8% |
| Participation rate | 30.0% | 79.8%-49.8pp | 76.0%-46.0pp | 82.4%-52.4pp |
| Annual return | 21.08% | 145.58%-124.5pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $603 | $4,221-85.7% | $3,653-83.5% | $4,762-87.3% |
| Participant deferral / active EE | $2,183 | $4,845-54.9% | $4,236-48.5% | $5,850-62.7% |
| Admin fee / account holder | $199 | $7,079-97.2% | $5,794-96.6% | $11,596-98.3% |