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 | $74,176 | $98,240-24.5% | $82,313-9.9% | $147,584-49.7% |
| Participation rate | 61.5% | 79.7%-18.2pp | 76.9%-15.4pp | 82.8%-21.3pp |
| Annual return | 18.75% | 30.85%-12.1pp | 25.88%-7.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,145 | $3,192-32.8% | $2,428-11.7% | $4,876-56.0% |
| Participant deferral / active EE | $1,302 | $4,383-70.3% | $3,706-64.9% | $5,439-76.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |