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 | $32,252 | $157,256-79.5% | $141,162-77.2% | $152,861-78.9% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.4%-20.9pp |
| Annual return | 28.17% | 64.32%-36.2pp | 71.39%-43.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,685 | $5,261-68.0% | $4,735-64.4% | $4,762-64.6% |
| Participant deferral / active EE | $2,218 | $7,109-68.8% | $6,709-66.9% | $5,850-62.1% |
| Admin fee / account holder | $204 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |