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 | $128,817 | $183,963-30.0% | $162,163-20.6% | $152,861-15.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 24.37% | 150.76%-126.4pp | 115.59%-91.2pp | 345.32%-320.9pp |
| Employer contribution / active EE | $535 | $6,371-91.6% | $5,614-90.5% | $4,762-88.8% |
| Participant deferral / active EE | $8,817 | $8,034+9.7% | $7,298+20.8% | $5,850+50.7% |
| Admin fee / account holder | $45 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |