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 | $122,165 | $90,503+35.0% | $78,689+55.3% | $273,961-55.4% |
| Participation rate | 31.3% | 76.5%-45.3pp | 73.6%-42.3pp | 83.0%-51.8pp |
| Annual return | 7.66% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,758 | $3,176-44.7% | $2,851-38.3% | $4,869-63.9% |
| Participant deferral / active EE | $65 | $3,901-98.3% | $3,517-98.2% | $5,287-98.8% |
| Admin fee / account holder | $94 | $5,263-98.2% | $4,510-97.9% | $10,132-99.1% |