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 | $88,009 | $106,890-17.7% | $84,015+4.8% | $152,861-42.4% |
| Participation rate | 38.5% | 75.2%-36.8pp | 69.0%-30.6pp | 82.4%-44.0pp |
| Annual return | 20.37% | 104.99%-84.6pp | 71.31%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $192 | $2,734-93.0% | $1,983-90.3% | $4,762-96.0% |
| Participant deferral / active EE | $1,132 | $4,011-71.8% | $3,239-65.0% | $5,850-80.6% |
| Admin fee / account holder | $233 | $8,285-97.2% | $6,101-96.2% | $11,596-98.0% |