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 | $143,159 | $111,724+28.1% | $93,606+52.9% | $145,922-1.9% |
| Participation rate | 36.4% | 74.2%-37.8pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 17.40% | 202.98%-185.6pp | 133.20%-115.8pp | 561.29%-543.9pp |
| Employer contribution / active EE | $504 | $3,090-83.7% | $2,420-79.2% | $4,660-89.2% |
| Participant deferral / active EE | $1,509 | $4,912-69.3% | $4,411-65.8% | $6,688-77.4% |
| Admin fee / account holder | $8 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |