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 | $39,121 | $114,381-65.8% | $107,525-63.6% | $142,382-72.5% |
| Participation rate | 47.6% | 78.1%-30.5pp | 75.1%-27.5pp | 80.1%-32.5pp |
| Annual return | 13.45% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,012 | $4,015-74.8% | $3,754-73.0% | $4,299-76.5% |
| Participant deferral / active EE | $1,191 | $5,564-78.6% | $5,116-76.7% | $6,507-81.7% |
| Admin fee / account holder | $142 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |