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 7-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 | $24,441 | $72,277-66.2% | $101,248-75.9% | $79,858-69.4% |
| Participation rate | 20.8% | 68.5%-47.6pp | 75.8%-55.0pp | 69.6%-48.8pp |
| Annual return | 25.88% | 22.30%+3.6pp | 46.47%-20.6pp | 31.71%-5.8pp |
| Employer contribution / active EE | $619 | $2,692-77.0% | $3,660-83.1% | $2,471-74.9% |
| Participant deferral / active EE | $956 | $3,282-70.9% | $4,370-78.1% | $3,740-74.4% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |