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 | $25,184 | $116,175-78.3% | $93,606-73.1% | $152,861-83.5% |
| Participation rate | 47.1% | 78.0%-31.0pp | 75.8%-28.8pp | 82.4%-35.4pp |
| Annual return | 20.39% | 35.96%-15.6pp | 32.76%-12.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $929 | $4,603-79.8% | $4,069-77.2% | $5,850-84.1% |
| Admin fee / account holder | $15 | $10,748-99.9% | $7,888-99.8% | $11,596-99.9% |