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 6-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 | $29,626 | $165,335-82.1% | $149,696-80.2% | $158,922-81.4% |
| Participation rate | 58.8% | 84.6%-25.7pp | 82.5%-23.7pp | 82.0%-23.1pp |
| Annual return | 43.99% | 348.15%-304.2pp | 276.60%-232.6pp | 302.83%-258.8pp |
| Employer contribution / active EE | $976 | $5,103-80.9% | $4,644-79.0% | $4,761-79.5% |
| Participant deferral / active EE | $2,092 | $7,181-70.9% | $6,842-69.4% | $5,982-65.0% |
| Admin fee / account holder | $91 | $10,807-99.2% | $9,309-99.0% | $11,246-99.2% |