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 | $45,225 | $98,750-54.2% | $149,696-69.8% | $79,858-43.4% |
| Participation rate | 46.7% | 75.8%-29.1pp | 82.5%-35.8pp | 69.6%-23.0pp |
| Annual return | 22.74% | 27.43%-4.7pp | 276.60%-253.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $809 | $3,216-74.8% | $4,644-82.6% | $2,471-67.3% |
| Participant deferral / active EE | $1,985 | $5,680-65.1% | $6,842-71.0% | $3,740-46.9% |
| Admin fee / account holder | $212 | $6,053-96.5% | $9,309-97.7% | $5,306-96.0% |