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 5-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 | $20,095 | $114,381-82.4% | $107,525-81.3% | $142,382-85.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 26.86% | 242.71%-215.8pp | 181.32%-154.5pp | 217.08%-190.2pp |
| Employer contribution / active EE | $1,043 | $4,015-74.0% | $3,754-72.2% | $4,299-75.7% |
| Participant deferral / active EE | $1,183 | $5,564-78.7% | $5,116-76.9% | $6,507-81.8% |
| Admin fee / account holder | $143 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |