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 | $89,964 | $53,127+69.3% | $86,590+3.9% | $70,131+28.3% |
| Participation rate | 27.8% | 65.3%-37.5pp | 73.5%-45.8pp | 69.5%-41.8pp |
| Annual return | 13.35% | 27.66%-14.3pp | 964.84%-951.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,960 | $2,068-5.2% | $2,839-31.0% | $2,342-16.3% |
| Participant deferral / active EE | $707 | $2,696-73.8% | $3,609-80.4% | $3,332-78.8% |
| Admin fee / account holder | $24 | $3,585-99.3% | $4,906-99.5% | $4,645-99.5% |