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 | $15,438 | $46,732-67.0% | $156,549-90.1% | $55,167-72.0% |
| Participation rate | 12.0% | 65.8%-53.8pp | 84.0%-72.0pp | 69.0%-57.0pp |
| Annual return | 8.02% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $518 | $2,204-76.5% | $4,871-89.4% | $3,054-83.0% |
| Admin fee / account holder | $272 | $418-34.9% | $13,027-97.9% | $504-46.0% |