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 | $216,489 | $86,929+149.0% | $102,423+111.4% | $80,856+167.7% |
| Participation rate | 14.8% | 72.4%-57.6pp | 76.5%-61.7pp | 67.6%-52.8pp |
| Annual return | 18.12% | 18.88%-0.8pp | 29.32%-11.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,048 | $2,369-55.8% | $3,023-65.3% | $2,755-62.0% |
| Participant deferral / active EE | $1,832 | $4,118-55.5% | $5,053-63.8% | $4,296-57.4% |
| Admin fee / account holder | $34 | $8,049-99.6% | $9,451-99.6% | $6,918-99.5% |