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 | $107,534 | $104,974+2.4% | $95,585+12.5% | $142,382-24.5% |
| Participation rate | 43.8% | 75.0%-31.2pp | 72.1%-28.3pp | 80.1%-36.4pp |
| Annual return | 23.15% | 210.33%-187.2pp | 38.56%-15.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $380 | $2,779-86.3% | $2,527-85.0% | $4,299-91.2% |
| Participant deferral / active EE | $399 | $4,352-90.8% | $4,023-90.1% | $6,507-93.9% |
| Admin fee / account holder | $101 | $6,386-98.4% | $6,127-98.4% | $12,624-99.2% |