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 | $108,259 | $34,308+215.6% | $74,701+44.9% | $72,985+48.3% |
| Participation rate | 11.6% | 42.4%-30.8pp | 54.5%-42.9pp | 69.5%-57.9pp |
| Annual return | 25.38% | 26.58%-1.2pp | 752.92%-727.5pp | 81.00%-55.6pp |
| Employer contribution / active EE | $127 | $692-81.7% | $1,084-88.3% | $2,440-94.8% |
| Participant deferral / active EE | $283 | $1,271-77.7% | $1,964-85.6% | $3,607-92.1% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |