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 | $24,685 | $48,795-49.4% | $65,493-62.3% | $84,808-70.9% |
| Participation rate | 60.5% | 67.0%-6.5pp | 73.1%-12.6pp | 68.3%-7.8pp |
| Annual return | 21.03% | 20.20%+0.8pp | 982.45%-961.4pp | 40.90%-19.9pp |
| Employer contribution / active EE | $776 | $1,930-59.8% | $2,574-69.9% | $2,631-70.5% |
| Participant deferral / active EE | $774 | $2,928-73.6% | $3,961-80.5% | $4,212-81.6% |
| Admin fee / account holder | $14 | $3,877-99.6% | $5,028-99.7% | $7,344-99.8% |