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 | $72,445 | $185,822-61.0% | $169,993-57.4% | $139,434-48.0% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 18.76% | 60.50%-41.7pp | 53.37%-34.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,415 | $7,590-81.4% | $6,785-79.2% | $4,751-70.2% |
| Participant deferral / active EE | $3,135 | $11,622-73.0% | $10,408-69.9% | $6,710-53.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |