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 | $187,686 | $80,717+132.5% | $154,803+21.2% | $84,808+121.3% |
| Participation rate | 13.3% | 66.8%-53.5pp | 78.1%-64.7pp | 68.3%-55.0pp |
| Annual return | 29.53% | 37.96%-8.4pp | 58.88%-29.4pp | 40.90%-11.4pp |
| Employer contribution / active EE | $404 | $2,761-85.4% | $4,305-90.6% | $2,631-84.6% |
| Participant deferral / active EE | $827 | $3,303-75.0% | $5,540-85.1% | $4,212-80.4% |
| Admin fee / account holder | $15 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |