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 | $39,199 | $163,687-76.1% | $108,745-64.0% | $273,961-85.7% |
| Participation rate | 25.0% | 82.3%-57.3pp | 77.7%-52.7pp | 83.0%-58.0pp |
| Annual return | 8.16% | 31.16%-23.0pp | 46.22%-38.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $669 | $7,155-90.7% | $5,121-86.9% | $5,287-87.3% |
| Admin fee / account holder | $125 | $12,890-99.0% | $6,144-98.0% | $10,132-98.8% |