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 9-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 | $178,462 | $183,519-2.8% | $155,509+14.8% | $145,922+22.3% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 16.59% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $845 | $5,313-84.1% | $4,672-81.9% | $4,660-81.9% |
| Participant deferral / active EE | $4,486 | $6,462-30.6% | $5,626-20.3% | $6,688-32.9% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |