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 | $28,004 | $106,890-73.8% | $84,015-66.7% | $152,861-81.7% |
| Participation rate | 57.9% | 75.2%-17.3pp | 69.0%-11.1pp | 82.4%-24.6pp |
| Annual return | 23.21% | 104.99%-81.8pp | 71.31%-48.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $5,045 | $2,734+84.5% | $1,983+154.4% | $4,762+5.9% |
| Participant deferral / active EE | $614 | $4,011-84.7% | $3,239-81.0% | $5,850-89.5% |
| Admin fee / account holder | $80 | $8,285-99.0% | $6,101-98.7% | $11,596-99.3% |