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 | $96,897 | $74,927+29.3% | $101,794-4.8% | $84,808+14.3% |
| Participation rate | 17.6% | 61.4%-43.8pp | 69.2%-51.5pp | 68.3%-50.7pp |
| Annual return | 17.33% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $111 | $3,099-96.4% | $4,084-97.3% | $4,212-97.4% |
| Admin fee / account holder | $77 | $6,514-98.8% | $8,777-99.1% | $7,344-98.9% |