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 | $74,413 | $73,933+0.6% | $96,683-23.0% | $75,163-1.0% |
| Participation rate | 30.8% | 66.4%-35.7pp | 74.3%-43.6pp | 67.2%-36.4pp |
| Annual return | 17.99% | 26.70%-8.7pp | 35.69%-17.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $279 | $2,928-90.5% | $3,737-92.5% | $2,670-89.5% |
| Participant deferral / active EE | $2,346 | $3,659-35.9% | $4,878-51.9% | $4,125-43.1% |
| Admin fee / account holder | $10 | $5,216-99.8% | $6,730-99.9% | $5,651-99.8% |