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 | $124,425+7.2% | $112,040+19.1% | $137,256-2.8% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.5%-39.0pp | 80.0%-42.5pp |
| Annual return | 17.48% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $677 | $3,411-80.2% | $2,954-77.1% | $4,156-83.7% |
| Participant deferral / active EE | $3,021 | $5,718-47.2% | $5,098-40.7% | $6,407-52.8% |
| Admin fee / account holder | $13 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |