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 | $42,517 | $157,256-73.0% | $141,162-69.9% | $152,861-72.2% |
| Participation rate | 38.1% | 84.8%-46.7pp | 82.5%-44.4pp | 82.4%-44.4pp |
| Annual return | 16.44% | 64.32%-47.9pp | 71.39%-55.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,317 | $7,109-67.4% | $6,709-65.5% | $5,850-60.4% |
| Admin fee / account holder | $80 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |