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 7-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 | $28,707 | $90,674-68.3% | $96,707-70.3% | $82,448-65.2% |
| Participation rate | 53.7% | 75.9%-22.3pp | 80.4%-26.7pp | 68.1%-14.4pp |
| Annual return | 16.70% | 49.05%-32.3pp | 34.78%-18.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,203 | $3,975-69.7% | $4,191-71.3% | $2,551-52.8% |
| Participant deferral / active EE | $1,940 | $5,696-65.9% | $5,997-67.6% | $4,139-53.1% |
| Admin fee / account holder | $138 | $7,568-98.2% | $7,503-98.2% | $7,234-98.1% |