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 4-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 | $48,671 | $109,413-55.5% | $156,263-68.9% | $84,808-42.6% |
| Participation rate | 21.9% | 72.7%-50.8pp | 78.9%-57.0pp | 68.3%-46.4pp |
| Annual return | 22.00% | 20.18%+1.8pp | 59.47%-37.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,153 | $2,907-60.3% | $4,333-73.4% | $2,631-56.2% |
| Participant deferral / active EE | $1,704 | $4,590-62.9% | $6,158-72.3% | $4,212-59.6% |
| Admin fee / account holder | $280 | $9,357-97.0% | $14,255-98.0% | $7,344-96.2% |