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 9-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 | $36,301 | $86,929-58.2% | $102,423-64.6% | $80,856-55.1% |
| Participation rate | 69.2% | 72.4%-3.1pp | 76.5%-7.3pp | 67.6%+1.6pp |
| Annual return | 18.84% | 18.88%0pp | 29.32%-10.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,000 | $2,369-57.8% | $3,023-66.9% | $2,755-63.7% |
| Participant deferral / active EE | $1,389 | $4,118-66.3% | $5,053-72.5% | $4,296-67.7% |
| Admin fee / account holder | $276 | $8,049-96.6% | $9,451-97.1% | $6,918-96.0% |