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 | $49,312 | $154,228-68.0% | $145,433-66.1% | $137,256-64.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.42% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,072 | $4,804-77.7% | $4,554-76.5% | $4,156-74.2% |
| Participant deferral / active EE | $1,271 | $8,216-84.5% | $7,897-83.9% | $6,407-80.2% |
| Admin fee / account holder | $24 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |