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 | $48,775 | $70,428-30.7% | $96,562-49.5% | $85,850-43.2% |
| Participation rate | 29.6% | 61.8%-32.2pp | 69.8%-40.2pp | 69.3%-39.7pp |
| Annual return | 12.34% | 18.59%-6.3pp | 37.78%-25.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $300 | $1,413-78.8% | $2,356-87.3% | $2,565-88.3% |
| Participant deferral / active EE | $926 | $2,894-68.0% | $3,849-75.9% | $3,952-76.6% |
| Admin fee / account holder | $11 | $4,997-99.8% | $6,181-99.8% | $6,260-99.8% |