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 | $13,413 | $62,573-78.6% | $85,682-84.3% | $85,850-84.4% |
| Participation rate | 30.0% | 61.1%-31.1pp | 69.9%-39.9pp | 69.3%-39.3pp |
| Annual return | 13.82% | 23.77%-10.0pp | 21.49%-7.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $366 | $1,757-79.2% | $2,618-86.0% | $2,565-85.7% |
| Participant deferral / active EE | $532 | $2,802-81.0% | $3,923-86.4% | $3,952-86.5% |
| Admin fee / account holder | $167 | $4,640-96.4% | $6,873-97.6% | $6,260-97.3% |