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 | $122,558 | $209,411-41.5% | $178,490-31.3% | $158,922-22.9% |
| Participation rate | 30.0% | 86.3%-56.3pp | 81.9%-51.9pp | 82.0%-52.0pp |
| Annual return | 10.41% | 188.75%-178.3pp | 151.07%-140.7pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,534 | $5,706-73.1% | $5,011-69.4% | $4,761-67.8% |
| Participant deferral / active EE | $1,796 | $5,954-69.8% | $5,202-65.5% | $5,982-70.0% |
| Admin fee / account holder | $50 | $17,074-99.7% | $13,984-99.6% | $11,246-99.6% |