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 | $54,564 | $45,073+21.1% | $69,455-21.4% | $72,985-25.2% |
| Participation rate | 10.0% | 68.5%-58.5pp | 74.6%-64.6pp | 69.5%-59.5pp |
| Annual return | 29.35% | 22.65%+6.7pp | 28.97%+0.4pp | 81.00%-51.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $710 | $2,602-72.7% | $3,535-79.9% | $3,607-80.3% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |