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 | $23,521 | $140,940-83.3% | $112,229-79.0% | $139,434-83.1% |
| Participation rate | 40.0% | 79.2%-39.2pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 18.77% | 32.71%-13.9pp | 30.20%-11.4pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,078 | $4,283-74.8% | $3,430-68.6% | $4,751-77.3% |
| Participant deferral / active EE | $1,078 | $5,874-81.7% | $4,798-77.5% | $6,710-83.9% |
| Admin fee / account holder | $95 | $9,954-99.0% | $7,748-98.8% | $11,403-99.2% |