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 | $81,244 | $67,894+19.7% | $89,340-9.1% | $82,448-1.5% |
| Participation rate | 7.7% | 64.0%-56.4pp | 69.6%-61.9pp | 68.1%-60.4pp |
| Annual return | 23.48% | 19.21%+4.3pp | 20.57%+2.9pp | 41.64%-18.2pp |
| Employer contribution / active EE | $556 | $1,828-69.6% | $2,231-75.1% | $2,551-78.2% |
| Participant deferral / active EE | $894 | $3,072-70.9% | $3,823-76.6% | $4,139-78.4% |
| Admin fee / account holder | $272 | $5,723-95.3% | $6,704-95.9% | $7,234-96.2% |