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 | $169,180 | $172,111-1.7% | $150,298+12.6% | $137,256+23.3% |
| Participation rate | 41.7% | 81.7%-40.0pp | 77.8%-36.1pp | 80.0%-38.3pp |
| Annual return | 20.05% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $671 | $4,636-85.5% | $4,154-83.9% | $4,156-83.9% |
| Participant deferral / active EE | $5,393 | $6,166-12.5% | $5,453-1.1% | $6,407-15.8% |
| Admin fee / account holder | $24 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |