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 5-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 | $177,214 | $183,592-3.5% | $155,567+13.9% | $145,959+21.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.19% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,000 | $5,315-81.2% | $4,674-78.6% | $4,661-78.5% |
| Participant deferral / active EE | $15,250 | $6,464+135.9% | $5,628+171.0% | $6,689+128.0% |
| Admin fee / account holder | $20 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |