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 | $31,554 | $117,381-73.1% | $99,443-68.3% | $152,861-79.4% |
| Participation rate | 37.5% | 77.5%-40.0pp | 73.8%-36.3pp | 82.4%-44.9pp |
| Annual return | 22.05% | 31.87%-9.8pp | 30.72%-8.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $293 | $3,013-90.3% | $2,540-88.5% | $4,762-93.8% |
| Participant deferral / active EE | $545 | $4,086-86.7% | $3,619-85.0% | $5,850-90.7% |
| Admin fee / account holder | $29 | $7,631-99.6% | $6,250-99.5% | $11,596-99.8% |