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 | $64,308 | $102,828-37.5% | $105,387-39.0% | $152,861-57.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 22.64% | 20.85%+1.8pp | 26.82%-4.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,373 | $4,473-69.3% | $4,213-67.4% | $4,762-71.2% |
| Participant deferral / active EE | $1,515 | $5,465-72.3% | $5,502-72.5% | $5,850-74.1% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |