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 | $39,472 | $76,407-48.3% | $150,298-73.7% | $82,448-52.1% |
| Participation rate | 19.4% | 66.4%-47.0pp | 77.8%-58.3pp | 68.1%-48.6pp |
| Annual return | 18.49% | 39.99%-21.5pp | 62.79%-44.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $360 | $2,614-86.2% | $4,154-91.3% | $2,551-85.9% |
| Participant deferral / active EE | $758 | $3,214-76.4% | $5,453-86.1% | $4,139-81.7% |
| Admin fee / account holder | $183 | $6,352-97.1% | $14,116-98.7% | $7,234-97.5% |