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 | $66,540 | $103,376-35.6% | $87,100-23.6% | $152,861-56.5% |
| Participation rate | 69.6% | 79.3%-9.8pp | 76.9%-7.3pp | 82.4%-12.9pp |
| Annual return | 18.23% | 28.10%-9.9pp | 28.19%-10.0pp | 345.32%-327.1pp |
| Employer contribution / active EE | $303 | $3,220-90.6% | $2,521-88.0% | $4,762-93.6% |
| Participant deferral / active EE | $2,730 | $4,778-42.9% | $4,049-32.6% | $5,850-53.3% |
| Admin fee / account holder | $220 | $12,205-98.2% | $7,497-97.1% | $11,596-98.1% |