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 | $28,624 | $67,411-57.5% | $91,001-68.5% | $70,131-59.2% |
| Participation rate | 47.8% | 71.4%-23.5pp | 75.6%-27.8pp | 69.5%-21.7pp |
| Annual return | 19.33% | -40.16%+59.5pp | 4.60%+14.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $474 | $1,786-73.4% | $2,456-80.7% | $2,342-79.7% |
| Participant deferral / active EE | $644 | $2,823-77.2% | $3,547-81.8% | $3,332-80.7% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |