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 | $48,015 | $57,976-17.2% | $62,995-23.8% | $62,292-22.9% |
| Participation rate | 22.0% | 75.9%-53.9pp | 74.8%-52.8pp | 69.5%-47.5pp |
| Annual return | 13.47% | 17.54%-4.1pp | 87.57%-74.1pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $935 | $2,956-68.4% | $3,329-71.9% | $3,169-70.5% |
| Admin fee / account holder | $265 | $276-3.9% | $3,600-92.6% | $479-44.7% |