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 | $34,967 | $56,277-37.9% | $80,975-56.8% | $62,891-44.4% |
| Participation rate | 52.0% | 69.0%-17.0pp | 75.8%-23.8pp | 69.3%-17.3pp |
| Annual return | 6.14% | 22.12%-16.0pp | 17.10%-11.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $332 | $1,943-82.9% | $3,714-91.1% | $2,281-85.5% |
| Participant deferral / active EE | $663 | $4,195-84.2% | $5,696-88.4% | $3,203-79.3% |
| Admin fee / account holder | $38 | $3,741-99.0% | $5,516-99.3% | $4,296-99.1% |