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 | $37,305 | $45,035-17.2% | $62,995-40.8% | $70,131-46.8% |
| Participation rate | 41.4% | 69.5%-28.1pp | 74.8%-33.4pp | 69.5%-28.2pp |
| Annual return | 25.58% | 18.76%+6.8pp | 87.57%-62.0pp | 73.14%-47.6pp |
| Employer contribution / active EE | $713 | $2,051-65.3% | $2,759-74.2% | $2,342-69.6% |
| Participant deferral / active EE | $527 | $2,465-78.6% | $3,329-84.2% | $3,332-84.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |