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 | $48,613 | $73,787-34.1% | $98,716-50.8% | $82,448-41.0% |
| Participation rate | 17.6% | 61.4%-43.8pp | 69.3%-51.6pp | 68.1%-50.4pp |
| Annual return | 23.38% | 18.57%+4.8pp | 31.81%-8.4pp | 41.64%-18.3pp |
| Employer contribution / active EE | $743 | $1,511-50.9% | $2,279-67.4% | $2,551-70.9% |
| Participant deferral / active EE | $991 | $3,081-67.8% | $4,048-75.5% | $4,139-76.0% |
| Admin fee / account holder | $88 | $6,500-98.6% | $8,703-99.0% | $7,234-98.8% |