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 | $109,734 | $63,861+71.8% | $104,607+4.9% | $79,858+37.4% |
| Participation rate | 7.4% | 64.9%-57.5pp | 74.1%-66.7pp | 69.6%-62.2pp |
| Annual return | 16.93% | 21.30%-4.4pp | 340.46%-323.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $315 | $2,693-88.3% | $3,740-91.6% | $3,740-91.6% |
| Admin fee / account holder | $24 | $4,185-99.4% | $6,473-99.6% | $5,306-99.5% |