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 3-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 | $194,427 | $183,519+5.9% | $155,509+25.0% | $145,922+33.2% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.7pp | 80.3%-41.8pp |
| Annual return | 11.81% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $495 | $5,313-90.7% | $4,672-89.4% | $4,660-89.4% |
| Participant deferral / active EE | $2,200 | $6,462-66.0% | $5,626-60.9% | $6,688-67.1% |
| Admin fee / account holder | $17 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |