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 | $141,114 | $52,279+169.9% | $89,391+57.9% | $79,858+76.7% |
| Participation rate | 18.4% | 57.5%-39.1pp | 68.0%-49.6pp | 69.6%-51.2pp |
| Annual return | 18.05% | 22.16%-4.1pp | 245.62%-227.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $364 | $1,572-76.8% | $2,586-85.9% | $2,471-85.3% |
| Participant deferral / active EE | $604 | $2,740-78.0% | $3,890-84.5% | $3,740-83.9% |
| Admin fee / account holder | $8 | $3,356-99.8% | $4,881-99.8% | $5,306-99.8% |