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 | $77,785 | $65,041+19.6% | $90,951-14.5% | $79,858-2.6% |
| Participation rate | 14.8% | 61.6%-46.8pp | 69.0%-54.2pp | 69.6%-54.8pp |
| Annual return | 25.45% | 30.45%-5.0pp | 134.60%-109.1pp | 31.71%-6.3pp |
| Employer contribution / active EE | $306 | $1,247-75.5% | $2,122-85.6% | $2,471-87.6% |
| Participant deferral / active EE | $1,054 | $2,512-58.0% | $3,373-68.8% | $3,740-71.8% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |