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 | $72,479 | $98,750-26.6% | $149,696-51.6% | $79,858-9.2% |
| Participation rate | 34.0% | 75.8%-41.8pp | 82.5%-48.5pp | 69.6%-35.7pp |
| Annual return | 27.48% | 27.43%+0.1pp | 276.60%-249.1pp | 31.71%-4.2pp |
| Employer contribution / active EE | $674 | $3,216-79.1% | $4,644-85.5% | $2,471-72.7% |
| Participant deferral / active EE | $1,685 | $5,680-70.3% | $6,842-75.4% | $3,740-54.9% |
| Admin fee / account holder | $295 | $6,053-95.1% | $9,309-96.8% | $5,306-94.4% |