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 | $218,485 | $148,534+47.1% | $135,903+60.8% | $139,434+56.7% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 16.63% | 79.19%-62.6pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $894 | $5,243-82.9% | $4,856-81.6% | $4,751-81.2% |
| Participant deferral / active EE | $6,200 | $8,100-23.5% | $7,758-20.1% | $6,710-7.6% |
| Admin fee / account holder | $166 | $12,400-98.7% | $10,762-98.5% | $11,403-98.5% |