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 8-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 | $50,473 | $127,065-60.3% | $113,168-55.4% | $142,382-64.6% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 17.60% | 24.03%-6.4pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,318 | $3,442-61.7% | $2,975-55.7% | $4,299-69.3% |
| Participant deferral / active EE | $1,621 | $5,716-71.6% | $5,107-68.2% | $6,507-75.1% |
| Admin fee / account holder | $213 | $15,736-98.6% | $12,068-98.2% | $12,624-98.3% |