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 | $59,378 | $56,054+5.9% | $171,082-65.3% | $62,891-5.6% |
| Participation rate | 15.4% | 62.9%-47.5pp | 76.7%-61.3pp | 69.3%-53.9pp |
| Annual return | 7.74% | 22.52%-14.8pp | 32.56%-24.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $977 | $3,158-69.1% | $4,797-79.6% | $3,203-69.5% |
| Admin fee / account holder | $173 | $3,647-95.3% | $8,520-98.0% | $4,296-96.0% |