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 | $29,171 | $65,685-55.6% | $57,179-49.0% | $273,961-89.4% |
| Participation rate | 17.6% | 78.3%-60.7pp | 75.3%-57.7pp | 83.0%-65.4pp |
| Annual return | 6.70% | 21.99%-15.3pp | 14.59%-7.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $146 | $3,782-96.1% | $3,096-95.3% | $5,287-97.2% |
| Admin fee / account holder | $42 | $4,835-99.1% | $3,139-98.7% | $10,132-99.6% |