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 | $196,656 | $106,584+84.5% | $101,326+94.1% | $142,382+38.1% |
| Participation rate | 57.1% | 82.7%-25.5pp | 81.5%-24.4pp | 80.1%-23.0pp |
| Annual return | 20.52% | 36.93%-16.4pp | 36.82%-16.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $131 | $3,956-96.7% | $3,665-96.4% | $4,299-96.9% |
| Participant deferral / active EE | $164 | $8,297-98.0% | $7,994-97.9% | $6,507-97.5% |
| Admin fee / account holder | $16 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |