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 3-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 | $87,835 | $113,935-22.9% | $94,224-6.8% | $125,391-30.0% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | 0.31% | 5.29%-5.0pp | 10.68%-10.4pp | 282.22%-281.9pp |
| Employer contribution / active EE | $852 | $4,727-82.0% | $3,587-76.2% | $4,866-82.5% |
| Participant deferral / active EE | $852 | $5,179-83.5% | $4,320-80.3% | $5,352-84.1% |
| Admin fee / account holder | $2 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |