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 | $159,918 | $133,922+19.4% | $116,228+37.6% | $142,382+12.3% |
| Participation rate | 21.1% | 77.9%-56.8pp | 74.6%-53.5pp | 80.1%-59.1pp |
| Annual return | 16.34% | 147.76%-131.4pp | 90.06%-73.7pp | 217.08%-200.7pp |
| Employer contribution / active EE | $819 | $3,446-76.2% | $2,994-72.6% | $4,299-80.9% |
| Participant deferral / active EE | $1,377 | $5,672-75.7% | $4,953-72.2% | $6,507-78.8% |
| Admin fee / account holder | $181 | $14,945-98.8% | $11,989-98.5% | $12,624-98.6% |