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 | $140,678 | $239,571-41.3% | $183,328-23.3% | $137,256+2.5% |
| Participation rate | 62.5% | 82.4%-19.9pp | 77.3%-14.8pp | 80.0%-17.5pp |
| Annual return | 11.17% | 35.69%-24.5pp | 29.67%-18.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,174 | $6,148-80.9% | $5,055-76.8% | $4,156-71.7% |
| Participant deferral / active EE | $7,048 | $7,995-11.9% | $6,795+3.7% | $6,407+10.0% |
| Admin fee / account holder | $20 | $30,059-99.9% | $21,427-99.9% | $12,270-99.8% |