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 3-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 | $188,885 | $124,425+51.8% | $112,040+68.6% | $137,256+37.6% |
| Participation rate | 28.6% | 79.3%-50.7pp | 76.5%-47.9pp | 80.0%-51.4pp |
| Annual return | 16.85% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $283 | $3,411-91.7% | $2,954-90.4% | $4,156-93.2% |
| Participant deferral / active EE | $2,490 | $5,718-56.5% | $5,098-51.2% | $6,407-61.1% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |