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 | $39,410 | $148,534-73.5% | $135,903-71.0% | $139,434-71.7% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 16.56% | 79.19%-62.6pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,084 | $5,243-79.3% | $4,856-77.7% | $4,751-77.2% |
| Participant deferral / active EE | $1,871 | $8,100-76.9% | $7,758-75.9% | $6,710-72.1% |
| Admin fee / account holder | $168 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |