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 | $30,479 | $111,754-72.7% | $103,333-70.5% | $145,922-79.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.45% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,382 | $4,212-67.2% | $3,868-64.3% | $4,660-70.3% |
| Participant deferral / active EE | $1,485 | $5,619-73.6% | $5,057-70.6% | $6,688-77.8% |
| Admin fee / account holder | $184 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |