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 | $38,256 | $85,766-55.4% | $136,294-71.9% | $70,131-45.4% |
| Participation rate | 55.0% | 74.2%-19.2pp | 81.9%-26.9pp | 69.5%-14.5pp |
| Annual return | 20.27% | 31.45%-11.2pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,126 | $2,966-62.0% | $4,695-76.0% | $2,342-51.9% |
| Participant deferral / active EE | $1,563 | $5,051-69.1% | $6,247-75.0% | $3,332-53.1% |
| Admin fee / account holder | $219 | $5,420-96.0% | $9,243-97.6% | $4,645-95.3% |