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 6-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 | $11,865 | $172,111-93.1% | $150,298-92.1% | $137,256-91.4% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 20.92% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $850 | $4,636-81.7% | $4,154-79.5% | $4,156-79.5% |
| Participant deferral / active EE | $1,211 | $6,166-80.4% | $5,453-77.8% | $6,407-81.1% |
| Admin fee / account holder | $197 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |