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 | $136,404 | $175,202-22.1% | $149,673-8.9% | $139,434-2.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 21.65% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $709 | $5,474-87.0% | $4,818-85.3% | $4,751-85.1% |
| Participant deferral / active EE | $5,159 | $6,519-20.9% | $5,680-9.2% | $6,710-23.1% |
| Admin fee / account holder | $30 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |