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 | $29,023 | $63,346-54.2% | $92,233-68.5% | $70,131-58.6% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 19.66% | 530.12%-510.5pp | 176.28%-156.6pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,654 | $2,471-33.1% | $3,679-55.1% | $2,342-29.4% |
| Participant deferral / active EE | $1,068 | $2,854-62.6% | $3,897-72.6% | $3,332-67.9% |
| Admin fee / account holder | $297 | $3,840-92.3% | $5,194-94.3% | $4,645-93.6% |