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 | $205,982 | $157,256+31.0% | $141,162+45.9% | $152,861+34.8% |
| Participation rate | 10.0% | 84.8%-74.8pp | 82.5%-72.5pp | 82.4%-72.4pp |
| Annual return | 25.67% | 64.32%-38.7pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $326 | $5,261-93.8% | $4,735-93.1% | $4,762-93.2% |
| Participant deferral / active EE | $2,500 | $7,109-64.8% | $6,709-62.7% | $5,850-57.3% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |