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 | $112,131 | $62,672+78.9% | $185,117-39.4% | $70,131+59.9% |
| Participation rate | 65.2% | 63.8%+1.4pp | 77.3%-12.0pp | 69.5%-4.3pp |
| Annual return | 15.46% | 40.79%-25.3pp | 40.50%-25.0pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,590 | $3,272+40.3% | $5,045-9.0% | $3,332+37.8% |
| Admin fee / account holder | $9 | $3,932-99.8% | $8,159-99.9% | $4,645-99.8% |