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 | $81,306 | $82,523-1.5% | $115,752-29.8% | $70,131+15.9% |
| Participation rate | 66.2% | 74.0%-7.8pp | 77.8%-11.6pp | 69.5%-3.4pp |
| Annual return | 19.08% | 28.22%-9.1pp | 19.41%-0.3pp | 73.14%-54.1pp |
| Employer contribution / active EE | $696 | $2,758-74.8% | $3,492-80.1% | $2,342-70.3% |
| Participant deferral / active EE | $1,081 | $4,062-73.4% | $5,204-79.2% | $3,332-67.6% |
| Admin fee / account holder | $59 | $4,552-98.7% | $6,278-99.1% | $4,645-98.7% |