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 8-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 | $22,668 | $72,277-68.6% | $101,248-77.6% | $79,858-71.6% |
| Participation rate | 43.2% | 68.5%-25.3pp | 75.8%-32.6pp | 69.6%-26.5pp |
| Annual return | 23.18% | 22.30%+0.9pp | 46.47%-23.3pp | 31.71%-8.5pp |
| Employer contribution / active EE | $2,497 | $2,692-7.2% | $3,660-31.8% | $2,471+1.1% |
| Participant deferral / active EE | $459 | $3,282-86.0% | $4,370-89.5% | $3,740-87.7% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |