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 | $27,251 | $155,788-82.5% | $124,672-78.1% | $167,490-83.7% |
| Participation rate | 46.7% | 81.1%-34.4pp | 74.6%-27.9pp | 82.1%-35.4pp |
| Annual return | 14.33% | 17.97%-3.6pp | 5142.93%-5128.6pp | 478.56%-464.2pp |
| Employer contribution / active EE | $899 | $4,163-78.4% | $3,324-73.0% | $4,837-81.4% |
| Participant deferral / active EE | $1,323 | $5,673-76.7% | $4,614-71.3% | $6,341-79.1% |
| Admin fee / account holder | $119 | $9,531-98.7% | $7,493-98.4% | $12,309-99.0% |