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 | $82,975 | $85,766-3.3% | $136,294-39.1% | $70,131+18.3% |
| Participation rate | 9.5% | 74.2%-64.6pp | 81.9%-72.4pp | 69.5%-60.0pp |
| Annual return | 21.92% | 31.45%-9.5pp | 5155.94%-5134.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $611 | $2,966-79.4% | $4,695-87.0% | $2,342-73.9% |
| Participant deferral / active EE | $1,153 | $5,051-77.2% | $6,247-81.5% | $3,332-65.4% |
| Admin fee / account holder | $43 | $5,420-99.2% | $9,243-99.5% | $4,645-99.1% |