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 | $136,886 | $110,257+24.2% | $96,544+41.8% | $139,434-1.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 20.58% | 26.32%-5.7pp | 25.84%-5.3pp | 372.94%-352.4pp |
| Employer contribution / active EE | $800 | $3,620-77.9% | $2,965-73.0% | $4,751-83.2% |
| Participant deferral / active EE | $10,000 | $5,548+80.3% | $4,851+106.1% | $6,710+49.0% |
| Admin fee / account holder | $24 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |