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 3-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 | $77,649 | $101,618-23.6% | $93,063-16.6% | $137,256-43.4% |
| Participation rate | 7.7% | 74.9%-67.2pp | 72.1%-64.4pp | 80.0%-72.3pp |
| Annual return | 22.94% | 223.95%-201.0pp | 34.15%-11.2pp | 220.34%-197.4pp |
| Employer contribution / active EE | $362 | $2,707-86.6% | $2,476-85.4% | $4,156-91.3% |
| Participant deferral / active EE | $400 | $4,279-90.7% | $3,958-89.9% | $6,407-93.8% |
| Admin fee / account holder | $292 | $6,198-95.3% | $6,033-95.2% | $12,270-97.6% |