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 | $91,491 | $179,726-49.1% | $156,263-41.5% | $142,382-35.7% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.9%-42.5pp | 80.1%-43.8pp |
| Annual return | 12.39% | 77.86%-65.5pp | 59.47%-47.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,335 | $5,069-73.7% | $4,333-69.2% | $4,299-69.0% |
| Participant deferral / active EE | $1,895 | $6,956-72.8% | $6,158-69.2% | $6,507-70.9% |
| Admin fee / account holder | $15 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |