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 | $112,729-36.8% | $98,716-27.8% | $137,256-48.1% |
| Participation rate | 15.8% | 74.2%-58.4pp | 69.3%-53.5pp | 80.0%-64.2pp |
| Annual return | 15.63% | 38.48%-22.8pp | 31.81%-16.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $493 | $2,725-81.9% | $2,279-78.4% | $4,156-88.1% |
| Participant deferral / active EE | $917 | $4,640-80.2% | $4,048-77.3% | $6,407-85.7% |
| Admin fee / account holder | $117 | $10,129-98.8% | $8,703-98.7% | $12,270-99.1% |