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 | $32,321 | $53,822-39.9% | $75,696-57.3% | $85,850-62.4% |
| Participation rate | 29.6% | 69.1%-39.4pp | 74.8%-45.2pp | 69.3%-39.7pp |
| Annual return | 13.21% | 24.54%-11.3pp | 104.53%-91.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $769 | $2,895-73.4% | $3,821-79.9% | $3,952-80.5% |
| Admin fee / account holder | $258 | $3,343-92.3% | $3,619-92.9% | $6,260-95.9% |