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 | $46,235 | $57,057-19.0% | $85,009-45.6% | $80,874-42.8% |
| Participation rate | 2.1% | 56.4%-54.2pp | 67.5%-65.4pp | 67.6%-65.5pp |
| Annual return | 15.58% | 21.66%-6.1pp | 66.47%-50.9pp | 35.62%-20.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $266 | $3,112-91.5% | $4,522-94.1% | $4,297-93.8% |
| Admin fee / account holder | $86 | $4,986-98.3% | $6,153-98.6% | $6,935-98.8% |