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 | $99,775 | $115,882-13.9% | $100,516-0.7% | $158,922-37.2% |
| Participation rate | 68.8% | 81.6%-12.8pp | 79.4%-10.7pp | 82.0%-13.2pp |
| Annual return | 10.14% | 34.79%-24.6pp | 30.89%-20.7pp | 302.83%-292.7pp |
| Employer contribution / active EE | $885 | $4,103-78.4% | $3,418-74.1% | $4,761-81.4% |
| Participant deferral / active EE | $1,774 | $6,674-73.4% | $6,270-71.7% | $5,982-70.3% |
| Admin fee / account holder | $210 | $10,995-98.1% | $8,081-97.4% | $11,246-98.1% |