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 | $133,422 | $127,065+5.0% | $113,168+17.9% | $142,382-6.3% |
| Participation rate | 37.5% | 79.2%-41.7pp | 76.6%-39.1pp | 80.1%-42.6pp |
| Annual return | 17.48% | 24.03%-6.5pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $677 | $3,442-80.3% | $2,975-77.2% | $4,299-84.3% |
| Participant deferral / active EE | $3,021 | $5,716-47.1% | $5,107-40.8% | $6,507-53.6% |
| Admin fee / account holder | $13 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |