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 | $82,419 | $54,541+51.1% | $78,778+4.6% | $70,131+17.5% |
| Participation rate | 10.3% | 60.8%-50.5pp | 69.2%-58.9pp | 69.5%-59.3pp |
| Annual return | 22.86% | 21.07%+1.8pp | 35.62%-12.8pp | 73.14%-50.3pp |
| Employer contribution / active EE | $365 | $1,089-66.4% | $1,986-81.6% | $2,342-84.4% |
| Participant deferral / active EE | $713 | $2,210-67.7% | $2,958-75.9% | $3,332-78.6% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |