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 6-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 | $28,364 | $202,432-86.0% | $169,368-83.3% | $139,434-79.7% |
| Participation rate | 20.0% | 81.1%-61.1pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 11.80% | 531.74%-519.9pp | 405.60%-393.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $773 | $4,692-83.5% | $4,013-80.7% | $4,751-83.7% |
| Participant deferral / active EE | $1,026 | $6,938-85.2% | $6,221-83.5% | $6,710-84.7% |
| Admin fee / account holder | $116 | $10,708-98.9% | $9,003-98.7% | $11,403-99.0% |