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 | $61,826 | $61,660+0.3% | $80,019-22.7% | $64,186-3.7% |
| Participation rate | 25.8% | 71.7%-45.9pp | 75.8%-50.0pp | 69.6%-43.8pp |
| Annual return | -1.20% | -0.33%-0.9pp | 11.22%-12.4pp | 7.63%-8.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $747 | $2,968-74.8% | $3,686-79.7% | $3,470-78.5% |
| Admin fee / account holder | $1 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |