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 | $14,299 | $31,109-54.0% | $67,711-78.9% | $52,331-72.7% |
| Participation rate | 19.8% | 54.0%-34.2pp | 67.5%-47.7pp | 68.1%-48.3pp |
| Annual return | 15.19% | 23.70%-8.5pp | 25.41%-10.2pp | 4.54%+10.6pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $300 | $1,970-84.8% | $3,585-91.6% | $3,022-90.1% |
| Admin fee / account holder | $124 | $466-73.4% | $4,255-97.1% | $592-79.1% |