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 7-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 | $96,642 | $117,841-18.0% | $102,423-5.6% | $145,922-33.8% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 10.19% | 31.65%-21.5pp | 29.32%-19.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,142 | $3,615-68.4% | $3,023-62.2% | $4,660-75.5% |
| Participant deferral / active EE | $1,440 | $5,731-74.9% | $5,053-71.5% | $6,688-78.5% |
| Admin fee / account holder | $172 | $13,326-98.7% | $9,451-98.2% | $13,397-98.7% |