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 | $55,843 | $70,428-20.7% | $96,562-42.2% | $85,850-35.0% |
| Participation rate | 56.4% | 61.8%-5.4pp | 69.8%-13.4pp | 69.3%-12.9pp |
| Annual return | 16.71% | 18.59%-1.9pp | 37.78%-21.1pp | 318.53%-301.8pp |
| Employer contribution / active EE | $467 | $1,413-67.0% | $2,356-80.2% | $2,565-81.8% |
| Participant deferral / active EE | $939 | $2,894-67.5% | $3,849-75.6% | $3,952-76.2% |
| Admin fee / account holder | $4 | $4,997-99.9% | $6,181-99.9% | $6,260-99.9% |