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 | $157,004 | $72,177+117.5% | $115,037+36.5% | $59,632+163.3% |
| Participation rate | 22.2% | 72.6%-50.3pp | 81.4%-59.1pp | 68.7%-46.4pp |
| Annual return | -0.48% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $614 | $2,841-78.4% | $4,608-86.7% | $2,203-72.1% |
| Participant deferral / active EE | $1,873 | $4,783-60.8% | $6,026-68.9% | $3,192-41.3% |
| Admin fee / account holder | $96 | $4,927-98.1% | $8,175-98.8% | $4,297-97.8% |