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 | $238,490-41.0% | $180,183-21.9% | $142,382-1.2% |
| Participation rate | 62.5% | 82.3%-19.8pp | 77.4%-14.9pp | 80.1%-17.6pp |
| Annual return | 11.17% | 33.56%-22.4pp | 27.86%-16.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,174 | $6,143-80.9% | $5,039-76.7% | $4,299-72.7% |
| Participant deferral / active EE | $7,048 | $7,996-11.9% | $6,822+3.3% | $6,507+8.3% |
| Admin fee / account holder | $20 | $28,866-99.9% | $19,975-99.9% | $12,624-99.8% |