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 7-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 | $177,919 | $201,272-11.6% | $184,203-3.4% | $145,922+21.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 23.69% | 29.00%-5.3pp | 28.81%-5.1pp | 561.29%-537.6pp |
| Employer contribution / active EE | $457 | $7,022-93.5% | $6,427-92.9% | $4,660-90.2% |
| Participant deferral / active EE | $4,219 | $9,806-57.0% | $9,131-53.8% | $6,688-36.9% |
| Admin fee / account holder | $214 | $16,364-98.7% | $13,901-98.5% | $13,397-98.4% |