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 | $130,027 | $100,754+29.1% | $86,677+50.0% | $134,475-3.3% |
| Participation rate | 45.5% | 78.9%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | 12.13% | 29.04%-16.9pp | 35.91%-23.8pp | 417.96%-405.8pp |
| Employer contribution / active EE | $866 | $3,489-75.2% | $2,836-69.5% | $4,740-81.7% |
| Participant deferral / active EE | $1,056 | $5,338-80.2% | $4,656-77.3% | $6,400-83.5% |
| Admin fee / account holder | $286 | $10,926-97.4% | $7,493-96.2% | $11,426-97.5% |