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 | $201,518 | $56,897+254.2% | $84,750+137.8% | $62,891+220.4% |
| Participation rate | 12.0% | 68.5%-56.5pp | 76.6%-64.6pp | 69.3%-57.3pp |
| Annual return | 10.91% | 6.30%+4.6pp | 22.78%-11.9pp | 20.14%-9.2pp |
| Employer contribution / active EE | $595 | $2,400-75.2% | $3,574-83.3% | $2,281-73.9% |
| Participant deferral / active EE | $599 | $2,709-77.9% | $3,712-83.9% | $3,203-81.3% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |