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 | $48,727 | $157,256-69.0% | $141,162-65.5% | $152,861-68.1% |
| Participation rate | 39.1% | 84.8%-45.7pp | 82.5%-43.3pp | 82.4%-43.3pp |
| Annual return | 22.09% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $974 | $5,261-81.5% | $4,735-79.4% | $4,762-79.5% |
| Participant deferral / active EE | $2,284 | $7,109-67.9% | $6,709-65.9% | $5,850-61.0% |
| Admin fee / account holder | $141 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |