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 | $41,925 | $72,277-42.0% | $101,248-58.6% | $79,858-47.5% |
| Participation rate | 3.7% | 68.5%-64.8pp | 75.8%-72.1pp | 69.6%-65.9pp |
| Annual return | 27.12% | 22.30%+4.8pp | 46.47%-19.4pp | 31.71%-4.6pp |
| Employer contribution / active EE | $822 | $2,692-69.4% | $3,660-77.5% | $2,471-66.7% |
| Participant deferral / active EE | $1,209 | $3,282-63.2% | $4,370-72.3% | $3,740-67.7% |
| Admin fee / account holder | $22 | $4,400-99.5% | $5,945-99.6% | $5,306-99.6% |