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 | $19,585 | $48,364-59.5% | $71,796-72.7% | $62,891-68.9% |
| Participation rate | 16.2% | 60.6%-44.4pp | 69.1%-52.9pp | 69.3%-53.1pp |
| Annual return | 13.96% | 13.16%+0.8pp | 78.04%-64.1pp | 20.14%-6.2pp |
| Employer contribution / active EE | $253 | $1,042-75.7% | $1,924-86.8% | $2,281-88.9% |
| Participant deferral / active EE | $573 | $2,091-72.6% | $2,794-79.5% | $3,203-82.1% |
| Admin fee / account holder | $71 | $3,771-98.1% | $4,815-98.5% | $4,296-98.3% |