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 | $16,667 | $51,045-67.3% | $70,515-76.4% | $71,457-76.7% |
| Participation rate | 33.3% | 59.4%-26.1pp | 68.3%-35.0pp | 67.9%-34.6pp |
| Annual return | 17.05% | 42.63%-25.6pp | 32.77%-15.7pp | 28.85%-11.8pp |
| Employer contribution / active EE | $410 | $1,790-77.1% | $2,973-86.2% | $2,588-84.2% |
| Participant deferral / active EE | $968 | $3,026-68.0% | $4,567-78.8% | $4,289-77.4% |
| Admin fee / account holder | $293 | $1,994-85.3% | $6,412-95.4% | $1,587-81.6% |