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 | $50,956 | $100,773-49.4% | $88,946-42.7% | $142,382-64.2% |
| Participation rate | 21.4% | 74.3%-52.9pp | 68.8%-47.4pp | 80.1%-58.7pp |
| Annual return | 15.43% | 70.18%-54.7pp | 57.82%-42.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $443 | $2,918-84.8% | $2,555-82.7% | $4,299-89.7% |
| Participant deferral / active EE | $838 | $5,230-84.0% | $4,581-81.7% | $6,507-87.1% |
| Admin fee / account holder | $24 | $9,693-99.8% | $8,261-99.7% | $12,624-99.8% |