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 | $56,445 | $103,376-45.4% | $87,100-35.2% | $152,861-63.1% |
| Participation rate | 18.2% | 79.3%-61.2pp | 76.9%-58.7pp | 82.4%-64.3pp |
| Annual return | 17.42% | 28.10%-10.7pp | 28.19%-10.8pp | 345.32%-327.9pp |
| Employer contribution / active EE | $670 | $3,220-79.2% | $2,521-73.4% | $4,762-85.9% |
| Participant deferral / active EE | $696 | $4,778-85.4% | $4,049-82.8% | $5,850-88.1% |
| Admin fee / account holder | $210 | $12,205-98.3% | $7,497-97.2% | $11,596-98.2% |