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 | $71,230 | $117,983-39.6% | $101,794-30.0% | $142,382-50.0% |
| Participation rate | 15.8% | 74.2%-58.4pp | 69.2%-53.4pp | 80.1%-64.3pp |
| Annual return | 15.63% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $493 | $2,773-82.2% | $2,289-78.5% | $4,299-88.5% |
| Participant deferral / active EE | $917 | $4,714-80.5% | $4,084-77.5% | $6,507-85.9% |
| Admin fee / account holder | $117 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |