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 | $20,469 | $105,859-80.7% | $90,160-77.3% | $147,584-86.1% |
| Participation rate | 13.6% | 79.7%-66.1pp | 76.9%-63.2pp | 82.8%-69.2pp |
| Annual return | 16.18% | 37.63%-21.4pp | 34.88%-18.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $856 | $4,126-79.2% | $3,318-74.2% | $4,876-82.4% |
| Participant deferral / active EE | $1,147 | $5,733-80.0% | $5,288-78.3% | $5,439-78.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |