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 | $96,488 | $45,073+114.1% | $69,455+38.9% | $72,985+32.2% |
| Participation rate | 29.4% | 68.5%-39.1pp | 74.6%-45.2pp | 69.5%-40.1pp |
| Annual return | 16.19% | 22.65%-6.5pp | 28.97%-12.8pp | 81.00%-64.8pp |
| Employer contribution / active EE | $321 | $2,054-84.4% | $2,779-88.5% | $2,440-86.9% |
| Participant deferral / active EE | $2,054 | $2,602-21.1% | $3,535-41.9% | $3,607-43.1% |
| Admin fee / account holder | $255 | $3,056-91.6% | $3,839-93.3% | $5,124-95.0% |