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 5-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.
Participant 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 | $34,618 | $214,378-83.9% | $200,582-82.7% | $142,382-75.7% |
| Participation rate | 42.9% | 87.4%-44.6pp | 86.9%-44.0pp | 80.1%-37.3pp |
| Annual return | 19.65% | 46.41%-26.8pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,671 | $6,841-75.6% | $6,419-74.0% | $4,299-61.1% |
| Participant deferral / active EE | $2,245 | $9,865-77.2% | $9,331-75.9% | $6,507-65.5% |
| Admin fee / account holder | $22 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |