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 | $29,077 | $183,519-84.2% | $155,509-81.3% | $145,922-80.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.34% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,113 | $5,313-79.1% | $4,672-76.2% | $4,660-76.1% |
| Participant deferral / active EE | $1,588 | $6,462-75.4% | $5,626-71.8% | $6,688-76.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |