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 | $119,881 | $161,352-25.7% | $134,172-10.7% | $137,256-12.7% |
| Participation rate | 62.5% | 78.3%-15.8pp | 72.5%-10.0pp | 80.0%-17.5pp |
| Annual return | 18.32% | 28.72%-10.4pp | 25.30%-7.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $865 | $4,099-78.9% | $3,420-74.7% | $4,156-79.2% |
| Participant deferral / active EE | $865 | $5,552-84.4% | $4,690-81.6% | $6,407-86.5% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |