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 | $23,139 | $70,428-67.1% | $96,562-76.0% | $85,850-73.0% |
| Participation rate | 36.4% | 61.8%-25.4pp | 69.8%-33.5pp | 69.3%-33.0pp |
| Annual return | 13.75% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $441 | $1,413-68.8% | $2,356-81.3% | $2,565-82.8% |
| Participant deferral / active EE | $1,023 | $2,894-64.6% | $3,849-73.4% | $3,952-74.1% |
| Admin fee / account holder | $149 | $4,997-97.0% | $6,181-97.6% | $6,260-97.6% |