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 | $143,539 | $115,882+23.9% | $100,516+42.8% | $158,922-9.7% |
| Participation rate | 46.2% | 81.6%-35.4pp | 79.4%-33.2pp | 82.0%-35.8pp |
| Annual return | 27.44% | 34.79%-7.3pp | 30.89%-3.4pp | 302.83%-275.4pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,898 | $6,674-56.6% | $6,270-53.8% | $5,982-51.6% |
| Admin fee / account holder | $208 | $10,995-98.1% | $8,081-97.4% | $11,246-98.1% |