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 | $126,221 | $209,411-39.7% | $178,490-29.3% | $158,922-20.6% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 17.29% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $937 | $5,706-83.6% | $5,011-81.3% | $4,761-80.3% |
| Participant deferral / active EE | $4,679 | $5,954-21.4% | $5,202-10.1% | $5,982-21.8% |
| Admin fee / account holder | $238 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |