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 | $60,193 | $59,263+1.6% | $96,562-37.7% | $79,386-24.2% |
| Participation rate | 19.0% | 61.9%-42.9pp | 69.8%-50.8pp | 70.7%-51.7pp |
| Annual return | 14.06% | 27.07%-13.0pp | 37.78%-23.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,255 | $2,948-57.4% | $3,849-67.4% | $4,046-69.0% |
| Admin fee / account holder | $237 | $658-64.0% | $6,181-96.2% | $626-62.2% |