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 | $36,372 | $52,580-30.8% | $71,671-49.3% | $70,131-48.1% |
| Participation rate | 25.6% | 60.9%-35.3pp | 68.7%-43.2pp | 69.5%-44.0pp |
| Annual return | 13.27% | 20.25%-7.0pp | 20.65%-7.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $343 | $2,386-85.6% | $3,438-90.0% | $3,332-89.7% |
| Admin fee / account holder | $116 | $3,653-96.8% | $5,558-97.9% | $4,645-97.5% |