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 10-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 | $67,269 | $157,256-57.2% | $141,162-52.3% | $152,861-56.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 23.19% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,978 | $5,261-62.4% | $4,735-58.2% | $4,762-58.5% |
| Participant deferral / active EE | $1,978 | $7,109-72.2% | $6,709-70.5% | $5,850-66.2% |
| Admin fee / account holder | $141 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |