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 | $42,824 | $98,750-56.6% | $149,696-71.4% | $79,858-46.4% |
| Participation rate | 46.4% | 75.8%-29.3pp | 82.5%-36.0pp | 69.6%-23.2pp |
| Annual return | 13.32% | 27.43%-14.1pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $717 | $3,216-77.7% | $4,644-84.6% | $2,471-71.0% |
| Participant deferral / active EE | $1,142 | $5,680-79.9% | $6,842-83.3% | $3,740-69.5% |
| Admin fee / account holder | $159 | $6,053-97.4% | $9,309-98.3% | $5,306-97.0% |