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 9-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 | $32,552 | $115,882-71.9% | $100,516-67.6% | $158,922-79.5% |
| Participation rate | 11.8% | 81.6%-69.8pp | 79.4%-67.6pp | 82.0%-70.2pp |
| Annual return | 37.57% | 34.79%+2.8pp | 30.89%+6.7pp | 302.83%-265.3pp |
| Employer contribution / active EE | $779 | $4,103-81.0% | $3,418-77.2% | $4,761-83.6% |
| Participant deferral / active EE | $1,284 | $6,674-80.8% | $6,270-79.5% | $5,982-78.5% |
| Admin fee / account holder | $167 | $10,995-98.5% | $8,081-97.9% | $11,246-98.5% |