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 | $138,517 | $117,841+17.5% | $102,423+35.2% | $145,922-5.1% |
| Participation rate | 38.5% | 78.6%-40.1pp | 76.5%-38.0pp | 80.3%-41.8pp |
| Annual return | 24.90% | 31.65%-6.7pp | 29.32%-4.4pp | 561.29%-536.4pp |
| Employer contribution / active EE | $613 | $3,615-83.1% | $3,023-79.7% | $4,660-86.9% |
| Participant deferral / active EE | $2,301 | $5,731-59.9% | $5,053-54.5% | $6,688-65.6% |
| Admin fee / account holder | $65 | $13,326-99.5% | $9,451-99.3% | $13,397-99.5% |