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 | $117,859+17.5% | $102,438+35.2% | $145,959-5.1% |
| Participation rate | 38.5% | 78.6%-40.1pp | 76.5%-38.0pp | 80.3%-41.8pp |
| Annual return | 24.90% | 31.72%-6.8pp | 29.37%-4.5pp | 561.95%-537.1pp |
| Employer contribution / active EE | $613 | $3,615-83.1% | $3,024-79.7% | $4,661-86.9% |
| Participant deferral / active EE | $2,301 | $5,732-59.9% | $5,054-54.5% | $6,689-65.6% |
| Admin fee / account holder | $65 | $13,318-99.5% | $9,448-99.3% | $13,398-99.5% |