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 | $118,602 | $165,335-28.3% | $149,696-20.8% | $158,922-25.4% |
| Participation rate | 22.2% | 84.6%-62.3pp | 82.5%-60.3pp | 82.0%-59.7pp |
| Annual return | 15.30% | 348.15%-332.8pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $950 | $5,103-81.4% | $4,644-79.5% | $4,761-80.0% |
| Participant deferral / active EE | $950 | $7,181-86.8% | $6,842-86.1% | $5,982-84.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |