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 | $41,211 | $72,492-43.2% | $87,100-52.7% | $72,985-43.5% |
| Participation rate | 50.9% | 72.8%-21.9pp | 76.9%-26.0pp | 69.5%-18.6pp |
| Annual return | 24.18% | 24.46%-0.3pp | 28.19%-4.0pp | 81.00%-56.8pp |
| Employer contribution / active EE | $725 | $1,894-61.7% | $2,521-71.3% | $2,440-70.3% |
| Participant deferral / active EE | $1,061 | $3,270-67.5% | $4,049-73.8% | $3,607-70.6% |
| Admin fee / account holder | $290 | $5,055-94.3% | $7,497-96.1% | $5,124-94.3% |