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 | $157,335 | $76,552+105.5% | $123,892+27.0% | $62,891+150.2% |
| Participation rate | 31.7% | 73.0%-41.3pp | 81.4%-49.7pp | 69.3%-37.6pp |
| Annual return | 76.58% | 18.68%+57.9pp | 47.52%+29.1pp | 20.14%+56.4pp |
| Employer contribution / active EE | $908 | $2,883-68.5% | $4,617-80.3% | $2,281-60.2% |
| Participant deferral / active EE | $1,358 | $4,840-71.9% | $5,984-77.3% | $3,203-57.6% |
| Admin fee / account holder | $1 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |