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 | $70,817 | $149,679-52.7% | $117,039-39.5% | $147,584-52.0% |
| Participation rate | 27.3% | 83.5%-56.2pp | 77.2%-49.9pp | 82.8%-55.6pp |
| Annual return | 14.78% | 19.31%-4.5pp | 18.95%-4.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $559 | $4,937-88.7% | $3,785-85.2% | $4,876-88.5% |
| Participant deferral / active EE | $4,000 | $4,912-18.6% | $3,929+1.8% | $5,439-26.5% |
| Admin fee / account holder | $164 | $7,856-97.9% | $5,974-97.3% | $10,885-98.5% |