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 | $128,484 | $104,251+23.2% | $91,001+41.2% | $147,584-12.9% |
| Participation rate | 14.3% | 78.2%-64.0pp | 75.6%-61.3pp | 82.8%-68.5pp |
| Annual return | 15.30% | 27.06%-11.8pp | 4.60%+10.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $652 | $3,116-79.1% | $2,456-73.4% | $4,876-86.6% |
| Participant deferral / active EE | $986 | $4,195-76.5% | $3,547-72.2% | $5,439-81.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |