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 | $55,772 | $58,577-4.8% | $83,333-33.1% | $64,186-13.1% |
| Participation rate | 67.4% | 72.0%-4.7pp | 77.8%-10.4pp | 69.6%-2.2pp |
| Annual return | 9.23% | 9.65%-0.4pp | 10.63%-1.4pp | 7.63%+1.6pp |
| Employer contribution / active EE | $2,095 | $2,098-0.2% | $3,379-38.0% | $2,381-12.0% |
| Participant deferral / active EE | $1,251 | $4,654-73.1% | $5,565-77.5% | $3,470-63.9% |
| Admin fee / account holder | $2 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |