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 6-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 | $47,990 | $114,381-58.0% | $107,525-55.4% | $142,382-66.3% |
| Participation rate | 26.3% | 78.1%-51.8pp | 75.1%-48.8pp | 80.1%-53.8pp |
| Annual return | 16.85% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $982 | $4,015-75.5% | $3,754-73.8% | $4,299-77.2% |
| Participant deferral / active EE | $1,297 | $5,564-76.7% | $5,116-74.6% | $6,507-80.1% |
| Admin fee / account holder | $163 | $9,860-98.3% | $8,919-98.2% | $12,624-98.7% |