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 | $141,167 | $95,803+47.4% | $113,168+24.7% | $84,808+66.5% |
| Participation rate | 10.5% | 72.9%-62.3pp | 76.6%-66.0pp | 68.3%-57.8pp |
| Annual return | 14.41% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $841 | $4,242-80.2% | $5,107-83.5% | $4,212-80.0% |
| Admin fee / account holder | $27 | $8,989-99.7% | $12,068-99.8% | $7,344-99.6% |