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 | $44,868 | $214,378-79.1% | $200,582-77.6% | $142,382-68.5% |
| Participation rate | 41.2% | 87.4%-46.3pp | 86.9%-45.7pp | 80.1%-38.9pp |
| Annual return | 18.63% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,438 | $6,841-79.0% | $6,419-77.6% | $4,299-66.6% |
| Participant deferral / active EE | $2,279 | $9,865-76.9% | $9,331-75.6% | $6,507-65.0% |
| Admin fee / account holder | $262 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |