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 | $23,450 | $112,096-79.1% | $95,952-75.6% | $158,922-85.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 18.47% | 171.09%-152.6pp | 91.61%-73.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,032 | $3,198-67.7% | $2,541-59.4% | $4,761-78.3% |
| Participant deferral / active EE | $945 | $4,784-80.3% | $4,167-77.3% | $5,982-84.2% |
| Admin fee / account holder | $34 | $10,130-99.7% | $6,795-99.5% | $11,246-99.7% |