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 | $111,670 | $77,164+44.7% | $178,014-37.3% | $80,874+38.1% |
| Participation rate | 66.7% | 65.7%+1.0pp | 77.1%-10.4pp | 67.6%-1.0pp |
| Annual return | 12.86% | 18.09%-5.2pp | 294.80%-281.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $234 | $2,288-89.8% | $3,950-94.1% | $2,756-91.5% |
| Participant deferral / active EE | $6,549 | $4,408+48.6% | $6,276+4.3% | $4,297+52.4% |
| Admin fee / account holder | $283 | $7,164-96.0% | $10,362-97.3% | $6,935-95.9% |