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 | $62,487 | $85,766-27.1% | $136,294-54.2% | $70,131-10.9% |
| Participation rate | 39.3% | 74.2%-34.9pp | 81.9%-42.6pp | 69.5%-30.3pp |
| Annual return | 16.57% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $512 | $2,966-82.7% | $4,695-89.1% | $2,342-78.1% |
| Participant deferral / active EE | $1,368 | $5,051-72.9% | $6,247-78.1% | $3,332-58.9% |
| Admin fee / account holder | $75 | $5,420-98.6% | $9,243-99.2% | $4,645-98.4% |