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 | $92,965 | $58,523+58.9% | $99,443-6.5% | $72,985+27.4% |
| Participation rate | 7.4% | 64.6%-57.2pp | 73.8%-66.4pp | 69.5%-62.1pp |
| Annual return | 20.80% | 28.51%-7.7pp | 30.72%-9.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $426 | $2,606-83.7% | $3,619-88.2% | $3,607-88.2% |
| Admin fee / account holder | $24 | $4,102-99.4% | $6,250-99.6% | $5,124-99.5% |