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 | $31,331 | $63,861-50.9% | $104,607-70.0% | $79,858-60.8% |
| Participation rate | 59.4% | 64.9%-5.5pp | 74.1%-14.7pp | 69.6%-10.2pp |
| Annual return | 19.05% | 21.30%-2.3pp | 340.46%-321.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,456 | $1,588+54.6% | $2,681-8.4% | $2,471-0.6% |
| Participant deferral / active EE | $706 | $2,693-73.8% | $3,740-81.1% | $3,740-81.1% |
| Admin fee / account holder | $105 | $4,185-97.5% | $6,473-98.4% | $5,306-98.0% |