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 | $35,779 | $104,251-65.7% | $91,001-60.7% | $147,584-75.8% |
| Participation rate | 46.2% | 78.2%-32.1pp | 75.6%-29.4pp | 82.8%-36.7pp |
| Annual return | 15.49% | 27.06%-11.6pp | 4.60%+10.9pp | 578.55%-563.1pp |
| Employer contribution / active EE | $506 | $3,116-83.8% | $2,456-79.4% | $4,876-89.6% |
| Participant deferral / active EE | $839 | $4,195-80.0% | $3,547-76.4% | $5,439-84.6% |
| Admin fee / account holder | $147 | $8,948-98.4% | $5,417-97.3% | $10,885-98.6% |