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 | $141,236 | $77,503+82.2% | $100,391+40.7% | $80,856+74.7% |
| Participation rate | 14.3% | 76.9%-62.7pp | 81.5%-67.2pp | 67.6%-53.4pp |
| Annual return | 17.91% | 37.20%-19.3pp | 49.20%-31.3pp | 35.59%-17.7pp |
| Employer contribution / active EE | $522 | $2,801-81.4% | $3,942-86.8% | $2,755-81.1% |
| Participant deferral / active EE | $1,291 | $6,820-81.1% | $8,082-84.0% | $4,296-69.9% |
| Admin fee / account holder | $24 | $5,897-99.6% | $7,899-99.7% | $6,918-99.7% |