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 | $41,691 | $176,056-76.3% | $159,436-73.9% | $167,490-75.1% |
| Participation rate | 47.4% | 84.9%-37.6pp | 82.8%-35.5pp | 82.1%-34.7pp |
| Annual return | 13.23% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $996 | $5,297-81.2% | $4,829-79.4% | $4,837-79.4% |
| Participant deferral / active EE | $2,327 | $7,750-70.0% | $7,352-68.3% | $6,341-63.3% |
| Admin fee / account holder | $208 | $12,554-98.3% | $10,799-98.1% | $12,309-98.3% |