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 | $60,054 | $127,065-52.7% | $113,168-46.9% | $142,382-57.8% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 16.10% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $965 | $3,442-72.0% | $2,975-67.6% | $4,299-77.6% |
| Participant deferral / active EE | $1,678 | $5,716-70.6% | $5,107-67.1% | $6,507-74.2% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |