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 | $167,039 | $171,164-2.4% | $127,761+30.7% | $152,861+9.3% |
| Participation rate | 46.7% | 83.4%-36.8pp | 79.0%-32.3pp | 82.4%-35.8pp |
| Annual return | 23.13% | 23.54%-0.4pp | 26.14%-3.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,318 | $5,447-75.8% | $4,574-71.2% | $4,762-72.3% |
| Participant deferral / active EE | $2,231 | $7,038-68.3% | $6,021-62.9% | $5,850-61.9% |
| Admin fee / account holder | $242 | $14,530-98.3% | $9,395-97.4% | $11,596-97.9% |