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 | $84,092 | $92,222-8.8% | $76,768+9.5% | $135,375-37.9% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | 3.39% | 5.46%-2.1pp | 2.43%+1.0pp | 519.73%-516.3pp |
| Employer contribution / active EE | $6,250 | $3,216+94.3% | $2,485+151.5% | $4,779+30.8% |
| Participant deferral / active EE | $458 | $4,509-89.8% | $3,852-88.1% | $5,609-91.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |