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 | $32,890 | $96,557-65.9% | $80,975-59.4% | $273,961-88.0% |
| Participation rate | 16.7% | 79.1%-62.4pp | 75.8%-59.1pp | 83.0%-66.3pp |
| Annual return | 10.04% | 15.14%-5.1pp | 17.10%-7.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $106 | $6,598-98.4% | $5,696-98.1% | $5,287-98.0% |
| Admin fee / account holder | $47 | $7,492-99.4% | $5,516-99.2% | $10,132-99.5% |