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 | $7,333 | $35,183-79.2% | $73,545-90.0% | $70,131-89.5% |
| Participation rate | 8.0% | 42.9%-34.9pp | 54.9%-46.9pp | 69.5%-61.5pp |
| Annual return | 19.48% | 26.90%-7.4pp | -15.16%+34.6pp | 73.14%-53.7pp |
| Employer contribution / active EE | $216 | $709-69.6% | $1,219-82.3% | $2,342-90.8% |
| Participant deferral / active EE | $260 | $1,220-78.7% | $1,806-85.6% | $3,332-92.2% |
| Admin fee / account holder | $156 | $2,302-93.2% | $2,320-93.3% | $4,645-96.7% |