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 | $30,947 | $71,370-56.6% | $78,805-60.7% | $71,370-56.6% |
| Participation rate | 17.5% | 55.1%-37.7pp | 73.6%-56.1pp | 55.1%-37.7pp |
| Annual return | 36.27% | 15.87%+20.4pp | -2.71%+39.0pp | 15.87%+20.4pp |
| Employer contribution / active EE | $273 | $1,874-85.4% | $4,059-93.3% | $1,874-85.4% |
| Participant deferral / active EE | $731 | $2,656-72.5% | $3,584-79.6% | $2,656-72.5% |
| Admin fee / account holder | $10 | $6,050-99.8% | $5,677-99.8% | $6,050-99.8% |