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 6-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 | $114,753 | $114,381+0.3% | $107,525+6.7% | $142,382-19.4% |
| Participation rate | 13.6% | 78.1%-64.5pp | 75.1%-61.4pp | 80.1%-66.5pp |
| Annual return | 18.66% | 242.71%-224.0pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $458 | $4,015-88.6% | $3,754-87.8% | $4,299-89.3% |
| Participant deferral / active EE | $2,604 | $5,564-53.2% | $5,116-49.1% | $6,507-60.0% |
| Admin fee / account holder | $176 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |