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 | $46,380 | $65,041-28.7% | $90,951-49.0% | $79,858-41.9% |
| Participation rate | 60.5% | 61.6%-1.1pp | 69.0%-8.5pp | 69.6%-9.2pp |
| Annual return | 24.25% | 30.45%-6.2pp | 134.60%-110.4pp | 31.71%-7.5pp |
| Employer contribution / active EE | $358 | $1,247-71.3% | $2,122-83.1% | $2,471-85.5% |
| Participant deferral / active EE | $747 | $2,512-70.3% | $3,373-77.9% | $3,740-80.0% |
| Admin fee / account holder | $2 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |