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 | $47,896 | $58,512-18.1% | $84,015-43.0% | $72,985-34.4% |
| Participation rate | 27.4% | 61.2%-33.8pp | 69.0%-41.6pp | 69.5%-42.1pp |
| Annual return | 24.56% | 28.93%-4.4pp | 71.31%-46.7pp | 81.00%-56.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $882 | $2,394-63.2% | $3,239-72.8% | $3,607-75.6% |
| Admin fee / account holder | $69 | $4,569-98.5% | $6,101-98.9% | $5,124-98.7% |