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 | $22,448 | $64,348-65.1% | $90,160-75.1% | $70,131-68.0% |
| Participation rate | 55.9% | 70.4%-14.6pp | 76.9%-21.0pp | 69.5%-13.7pp |
| Annual return | 14.96% | 28.13%-13.2pp | 34.88%-19.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,282 | $2,046-37.3% | $3,318-61.4% | $2,342-45.3% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,288-100.0% | $3,332-100.0% |
| Admin fee / account holder | $94 | $3,944-97.6% | $5,943-98.4% | $4,645-98.0% |