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 | $84,413 | $52,884+59.6% | $84,750-0.4% | $55,167+53.0% |
| Participation rate | 14.8% | 67.5%-52.7pp | 76.6%-61.8pp | 69.0%-54.2pp |
| Annual return | 12.40% | 18.03%-5.6pp | 22.78%-10.4pp | 169.23%-156.8pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $901 | $2,644-65.9% | $3,712-75.7% | $3,054-70.5% |
| Admin fee / account holder | $131 | $581-77.5% | $5,332-97.5% | $504-74.1% |