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.
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 | $97,026 | $98,750-1.7% | $149,696-35.2% | $79,858+21.5% |
| Participation rate | 51.7% | 75.8%-24.0pp | 82.5%-30.8pp | 69.6%-17.9pp |
| Annual return | 24.00% | 27.43%-3.4pp | 276.60%-252.6pp | 31.71%-7.7pp |
| Employer contribution / active EE | $637 | $3,216-80.2% | $4,644-86.3% | $2,471-74.2% |
| Participant deferral / active EE | $2,217 | $5,680-61.0% | $6,842-67.6% | $3,740-40.7% |
| Admin fee / account holder | $19 | $6,053-99.7% | $9,309-99.8% | $5,306-99.6% |