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 | $28,672 | $35,183-18.5% | $73,545-61.0% | $70,131-59.1% |
| Participation rate | 20.5% | 42.9%-22.5pp | 54.9%-34.5pp | 69.5%-49.1pp |
| Annual return | 13.07% | 26.90%-13.8pp | -15.16%+28.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $270 | $709-61.9% | $1,219-77.9% | $2,342-88.5% |
| Participant deferral / active EE | $340 | $1,220-72.1% | $1,806-81.2% | $3,332-89.8% |
| Admin fee / account holder | $265 | $2,302-88.5% | $2,320-88.6% | $4,645-94.3% |