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 | $56,353 | $76,367-26.2% | $93,606-39.8% | $72,985-22.8% |
| Participation rate | 58.9% | 71.7%-12.8pp | 75.8%-16.9pp | 69.5%-10.6pp |
| Annual return | 26.28% | 25.82%+0.5pp | 32.76%-6.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $413 | $2,275-81.8% | $2,718-84.8% | $2,440-83.1% |
| Participant deferral / active EE | $1,260 | $3,538-64.4% | $4,069-69.0% | $3,607-65.1% |
| Admin fee / account holder | $23 | $6,838-99.7% | $7,888-99.7% | $5,124-99.6% |