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 | $25,165 | $99,341-74.7% | $84,750-70.3% | $273,961-90.8% |
| Participation rate | 27.3% | 80.7%-53.4pp | 76.6%-49.3pp | 83.0%-55.7pp |
| Annual return | 10.28% | 22.93%-12.6pp | 22.78%-12.5pp | 41.45%-31.2pp |
| Employer contribution / active EE | $845 | $4,214-79.9% | $3,574-76.4% | $4,869-82.6% |
| Participant deferral / active EE | $437 | $4,269-89.8% | $3,712-88.2% | $5,287-91.7% |
| Admin fee / account holder | $264 | $6,644-96.0% | $5,332-95.1% | $10,132-97.4% |