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 7-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 | $25,329 | $78,672-67.8% | $109,143-76.8% | $85,850-70.5% |
| Participation rate | 23.1% | 68.3%-45.2pp | 75.9%-52.8pp | 69.3%-46.2pp |
| Annual return | 22.19% | 25.09%-2.9pp | 25.75%-3.6pp | 318.53%-296.3pp |
| Employer contribution / active EE | $882 | $2,735-67.8% | $3,722-76.3% | $2,565-65.6% |
| Participant deferral / active EE | $1,352 | $3,467-61.0% | $4,653-70.9% | $3,952-65.8% |
| Admin fee / account holder | $201 | $5,469-96.3% | $6,752-97.0% | $6,260-96.8% |