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 | $101,408 | $104,664-3.1% | $85,682+18.4% | $167,490-39.5% |
| Participation rate | 31.6% | 76.4%-44.8pp | 69.9%-38.3pp | 82.1%-50.5pp |
| Annual return | 17.19% | 21.45%-4.3pp | 21.49%-4.3pp | 478.56%-461.4pp |
| Employer contribution / active EE | $92 | $3,337-97.2% | $2,618-96.5% | $4,837-98.1% |
| Participant deferral / active EE | $1,538 | $4,824-68.1% | $3,923-60.8% | $6,341-75.8% |
| Admin fee / account holder | $170 | $10,032-98.3% | $6,873-97.5% | $12,309-98.6% |