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 | $19,403 | $39,122-50.4% | $57,179-66.1% | $62,891-69.1% |
| Participation rate | 11.3% | 70.5%-59.2pp | 75.3%-64.1pp | 69.3%-58.0pp |
| Annual return | 9.16% | 9.23%-0.1pp | 14.59%-5.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $136 | $2,374-94.3% | $3,096-95.6% | $3,203-95.8% |
| Admin fee / account holder | $127 | $2,592-95.1% | $3,139-95.9% | $4,296-97.0% |