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 6-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 | $95,790 | $89,753+6.7% | $107,525-10.9% | $84,808+12.9% |
| Participation rate | 20.8% | 68.1%-47.3pp | 75.1%-54.3pp | 68.3%-47.6pp |
| Annual return | 18.10% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $752 | $3,113-75.8% | $3,754-80.0% | $2,631-71.4% |
| Participant deferral / active EE | $2,342 | $4,056-42.3% | $5,116-54.2% | $4,212-44.4% |
| Admin fee / account holder | $106 | $7,222-98.5% | $8,919-98.8% | $7,344-98.6% |