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 9-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 | $47,655 | $109,881-56.6% | $150,045-68.2% | $84,808-43.8% |
| Participation rate | 52.1% | 76.1%-24.0pp | 82.3%-30.2pp | 68.3%-16.2pp |
| Annual return | 20.69% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,259 | $3,561-64.7% | $4,693-73.2% | $2,631-52.2% |
| Participant deferral / active EE | $2,301 | $6,636-65.3% | $7,997-71.2% | $4,212-45.4% |
| Admin fee / account holder | $216 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |