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 | $51,166 | $58,512-12.6% | $84,015-39.1% | $72,985-29.9% |
| Participation rate | 19.0% | 61.2%-42.2pp | 69.0%-50.0pp | 69.5%-50.4pp |
| Annual return | 18.68% | 28.93%-10.3pp | 71.31%-52.6pp | 81.00%-62.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $606 | $2,394-74.7% | $3,239-81.3% | $3,607-83.2% |
| Admin fee / account holder | $267 | $4,569-94.2% | $6,101-95.6% | $5,124-94.8% |