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 | $28,890 | $165,335-82.5% | $149,696-80.7% | $158,922-81.8% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 13.36% | 348.15%-334.8pp | 276.60%-263.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,697 | $5,103-66.7% | $4,644-63.5% | $4,761-64.4% |
| Participant deferral / active EE | $2,160 | $7,181-69.9% | $6,842-68.4% | $5,982-63.9% |
| Admin fee / account holder | $243 | $10,807-97.8% | $9,309-97.4% | $11,246-97.8% |