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 | $158,367 | $197,591-19.9% | $177,821-10.9% | $158,922-0.3% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.7%-34.4pp | 82.0%-28.6pp |
| Annual return | 29.04% | 58.76%-29.7pp | 48.32%-19.3pp | 302.83%-273.8pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,876 | $8,405-18.2% | $7,714-10.9% | $5,982+14.9% |
| Admin fee / account holder | $31 | $15,399-99.8% | $12,427-99.8% | $11,246-99.7% |