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 | $23,737 | $76,552-69.0% | $123,892-80.8% | $62,891-62.3% |
| Participation rate | 46.7% | 73.0%-26.3pp | 81.4%-34.7pp | 69.3%-22.6pp |
| Annual return | 8.63% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $485 | $2,883-83.2% | $4,617-89.5% | $2,281-78.7% |
| Participant deferral / active EE | $1,267 | $4,840-73.8% | $5,984-78.8% | $3,203-60.4% |
| Admin fee / account holder | $165 | $4,826-96.6% | $8,357-98.0% | $4,296-96.1% |