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 | $116,820 | $102,245+14.3% | $89,340+30.8% | $137,256-14.9% |
| Participation rate | 10.0% | 74.9%-64.9pp | 69.6%-59.6pp | 80.0%-70.0pp |
| Annual return | 32.76% | 21.89%+10.9pp | 20.57%+12.2pp | 220.34%-187.6pp |
| Employer contribution / active EE | $132 | $2,529-94.8% | $2,231-94.1% | $4,156-96.8% |
| Participant deferral / active EE | $165 | $4,436-96.3% | $3,823-95.7% | $6,407-97.4% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |