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 5-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 | $26,542 | $148,534-82.1% | $135,903-80.5% | $139,434-81.0% |
| Participation rate | 29.4% | 83.9%-54.4pp | 81.9%-52.5pp | 80.3%-50.9pp |
| Annual return | 25.71% | 79.19%-53.5pp | 68.23%-42.5pp | 372.94%-347.2pp |
| Employer contribution / active EE | $1,516 | $5,243-71.1% | $4,856-68.8% | $4,751-68.1% |
| Participant deferral / active EE | $2,309 | $8,100-71.5% | $7,758-70.2% | $6,710-65.6% |
| Admin fee / account holder | $173 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |