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 | $96,813 | $70,428+37.5% | $96,562+0.3% | $85,850+12.8% |
| Participation rate | 35.1% | 61.8%-26.7pp | 69.8%-34.7pp | 69.3%-34.2pp |
| Annual return | 12.93% | 18.59%-5.7pp | 37.78%-24.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $829 | $1,413-41.3% | $2,356-64.8% | $2,565-67.7% |
| Participant deferral / active EE | $1,072 | $2,894-63.0% | $3,849-72.2% | $3,952-72.9% |
| Admin fee / account holder | $100 | $4,997-98.0% | $6,181-98.4% | $6,260-98.4% |