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 | $105,534 | $85,766+23.0% | $136,294-22.6% | $70,131+50.5% |
| Participation rate | 29.8% | 74.2%-44.4pp | 81.9%-52.1pp | 69.5%-39.8pp |
| Annual return | 17.41% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,030 | $2,966-65.3% | $4,695-78.1% | $2,342-56.0% |
| Participant deferral / active EE | $1,785 | $5,051-64.7% | $6,247-71.4% | $3,332-46.4% |
| Admin fee / account holder | $39 | $5,420-99.3% | $9,243-99.6% | $4,645-99.2% |