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 5-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 | $109,058 | $111,814-2.5% | $103,374+5.5% | $145,959-25.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 12.63% | 24.77%-12.1pp | 24.89%-12.3pp | 561.95%-549.3pp |
| Employer contribution / active EE | $715 | $4,214-83.0% | $3,869-81.5% | $4,661-84.7% |
| Participant deferral / active EE | $5,500 | $5,618-2.1% | $5,058+8.7% | $6,689-17.8% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |