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 | $28,688 | $112,881-74.6% | $90,951-68.5% | $158,922-81.9% |
| Participation rate | 63.2% | 74.7%-11.6pp | 69.0%-5.9pp | 82.0%-18.8pp |
| Annual return | 15.97% | 215.79%-199.8pp | 134.60%-118.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,811 | $2,893+31.7% | $2,122+79.6% | $4,761-20.0% |
| Participant deferral / active EE | $548 | $4,128-86.7% | $3,373-83.8% | $5,982-90.8% |
| Admin fee / account holder | $33 | $8,041-99.6% | $5,959-99.4% | $11,246-99.7% |