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 | $22,356 | $65,365-65.8% | $92,893-75.9% | $72,985-69.4% |
| Participation rate | 37.5% | 68.3%-30.8pp | 76.0%-38.5pp | 69.5%-32.0pp |
| Annual return | 20.21% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $664 | $2,594-74.4% | $3,653-81.8% | $2,440-72.8% |
| Participant deferral / active EE | $1,047 | $3,128-66.5% | $4,236-75.3% | $3,607-71.0% |
| Admin fee / account holder | $110 | $4,251-97.4% | $5,794-98.1% | $5,124-97.9% |