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 | $53,064 | $106,584-50.2% | $101,326-47.6% | $142,382-62.7% |
| Participation rate | 63.6% | 82.7%-19.1pp | 81.5%-17.9pp | 80.1%-16.5pp |
| Annual return | 15.14% | 36.93%-21.8pp | 36.82%-21.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,465 | $3,956-63.0% | $3,665-60.0% | $4,299-65.9% |
| Participant deferral / active EE | $1,512 | $8,297-81.8% | $7,994-81.1% | $6,507-76.8% |
| Admin fee / account holder | $9 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |