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 8-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 | $24,670 | $64,324-61.6% | $118,925-79.3% | $79,858-69.1% |
| Participation rate | 19.8% | 64.9%-45.1pp | 75.4%-55.6pp | 69.6%-49.9pp |
| Annual return | 16.65% | 86.45%-69.8pp | 35.88%-19.2pp | 31.71%-15.1pp |
| Employer contribution / active EE | $561 | $1,836-69.4% | $3,263-82.8% | $2,471-77.3% |
| Participant deferral / active EE | $861 | $2,824-69.5% | $4,265-79.8% | $3,740-77.0% |
| Admin fee / account holder | $2 | $4,040-100.0% | $6,581-100.0% | $5,306-100.0% |