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 | $39,386 | $86,929-54.7% | $102,423-61.5% | $80,856-51.3% |
| Participation rate | 45.2% | 72.4%-27.2pp | 76.5%-31.3pp | 67.6%-22.5pp |
| Annual return | 13.22% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $746 | $2,369-68.5% | $3,023-75.3% | $2,755-72.9% |
| Participant deferral / active EE | $1,712 | $4,118-58.4% | $5,053-66.1% | $4,296-60.2% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |