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 | $68,447 | $65,395+4.7% | $182,532-62.5% | $72,985-6.2% |
| Participation rate | 37.2% | 65.4%-28.2pp | 78.0%-40.8pp | 69.5%-32.3pp |
| Annual return | 23.21% | 27.68%-4.5pp | 148.54%-125.3pp | 81.00%-57.8pp |
| Employer contribution / active EE | $593 | $1,911-69.0% | $4,076-85.4% | $2,440-75.7% |
| Participant deferral / active EE | $630 | $3,563-82.3% | $5,524-88.6% | $3,607-82.5% |
| Admin fee / account holder | $105 | $4,245-97.5% | $8,592-98.8% | $5,124-98.0% |