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 6-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 | $58,115 | $148,534-60.9% | $135,903-57.2% | $139,434-58.3% |
| Participation rate | 23.5% | 83.9%-60.3pp | 81.9%-58.4pp | 80.3%-56.8pp |
| Annual return | 19.61% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,183 | $5,243-77.4% | $4,856-75.6% | $4,751-75.1% |
| Participant deferral / active EE | $1,709 | $8,100-78.9% | $7,758-78.0% | $6,710-74.5% |
| Admin fee / account holder | $216 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |