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 | $106,381 | $118,450-10.2% | $98,439+8.1% | $139,434-23.7% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 78.77% | 18.94%+59.8pp | 21.16%+57.6pp | 372.94%-294.2pp |
| Employer contribution / active EE | $737 | $3,609-79.6% | $3,048-75.8% | $4,751-84.5% |
| Participant deferral / active EE | $735 | $5,392-86.4% | $4,738-84.5% | $6,710-89.0% |
| Admin fee / account holder | $56 | $14,026-99.6% | $8,948-99.4% | $11,403-99.5% |