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 | $45,115 | $53,127-15.1% | $86,590-47.9% | $70,131-35.7% |
| Participation rate | 19.4% | 65.3%-45.9pp | 73.5%-54.1pp | 69.5%-50.1pp |
| Annual return | 13.51% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $319 | $2,068-84.6% | $2,839-88.8% | $2,342-86.4% |
| Participant deferral / active EE | $640 | $2,696-76.3% | $3,609-82.3% | $3,332-80.8% |
| Admin fee / account holder | $106 | $3,585-97.0% | $4,906-97.8% | $4,645-97.7% |