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 | $31,996 | $97,125-67.1% | $86,233-62.9% | $137,256-76.7% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.0%-49.0pp | 80.0%-60.0pp |
| Annual return | 16.26% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $272 | $2,841-90.4% | $2,504-89.2% | $4,156-93.5% |
| Participant deferral / active EE | $576 | $5,180-88.9% | $4,559-87.4% | $6,407-91.0% |
| Admin fee / account holder | $124 | $9,725-98.7% | $8,342-98.5% | $12,270-99.0% |