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 | $58,151 | $111,724-48.0% | $93,606-37.9% | $145,922-60.1% |
| Participation rate | 47.8% | 74.2%-26.4pp | 68.7%-20.9pp | 80.3%-32.5pp |
| Annual return | 14.62% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,622 | $3,090-47.5% | $2,420-33.0% | $4,660-65.2% |
| Participant deferral / active EE | $690 | $4,912-85.9% | $4,411-84.3% | $6,688-89.7% |
| Admin fee / account holder | $4 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |