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 | $70,156 | $65,041+7.9% | $90,951-22.9% | $79,858-12.1% |
| Participation rate | 32.6% | 61.6%-29.0pp | 69.0%-36.5pp | 69.6%-37.1pp |
| Annual return | 17.32% | 30.45%-13.1pp | 134.60%-117.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $414 | $1,247-66.8% | $2,122-80.5% | $2,471-83.3% |
| Participant deferral / active EE | $560 | $2,512-77.7% | $3,373-83.4% | $3,740-85.0% |
| Admin fee / account holder | $31 | $4,536-99.3% | $5,959-99.5% | $5,306-99.4% |