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 | $88,570 | $99,985-11.4% | $146,665-39.6% | $85,850+3.2% |
| Participation rate | 34.1% | 73.1%-39.0pp | 80.1%-46.0pp | 69.3%-35.2pp |
| Annual return | 20.08% | 18.93%+1.1pp | 22.74%-2.7pp | 318.53%-298.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,696 | $4,006-57.7% | $5,506-69.2% | $3,952-57.1% |
| Admin fee / account holder | $277 | $7,702-96.4% | $10,280-97.3% | $6,260-95.6% |