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 | $31,821 | $111,814-71.5% | $93,654-66.0% | $145,959-78.2% |
| Participation rate | 30.8% | 74.2%-43.4pp | 68.7%-38.0pp | 80.3%-49.5pp |
| Annual return | 15.97% | 203.30%-187.3pp | 133.34%-117.4pp | 561.95%-546.0pp |
| Employer contribution / active EE | $903 | $3,092-70.8% | $2,421-62.7% | $4,661-80.6% |
| Participant deferral / active EE | $1,125 | $4,914-77.1% | $4,413-74.5% | $6,689-83.2% |
| Admin fee / account holder | $19 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |