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 | $27,759 | $43,075-35.6% | $74,583-62.8% | $62,891-55.9% |
| Participation rate | 7.1% | 58.1%-50.9pp | 68.1%-61.0pp | 69.3%-62.2pp |
| Annual return | 5.23% | 17.50%-12.3pp | 20.47%-15.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $187 | $2,389-92.2% | $3,458-94.6% | $3,203-94.2% |
| Admin fee / account holder | $34 | $2,840-98.8% | $4,138-99.2% | $4,296-99.2% |