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 | $107,756 | $154,117-30.1% | $129,995-17.1% | $139,434-22.7% |
| Participation rate | 58.8% | 82.0%-23.1pp | 78.5%-19.7pp | 80.3%-21.5pp |
| Annual return | 27.72% | 32.48%-4.8pp | -137.18%+164.9pp | 372.94%-345.2pp |
| Employer contribution / active EE | $771 | $5,289-85.4% | $4,320-82.2% | $4,751-83.8% |
| Participant deferral / active EE | $3,803 | $6,710-43.3% | $5,820-34.7% | $6,710-43.3% |
| Admin fee / account holder | $22 | $14,007-99.8% | $10,614-99.8% | $11,403-99.8% |