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 | $31,093 | $54,762-43.2% | $90,281-65.6% | $72,985-57.4% |
| Participation rate | 26.9% | 65.1%-38.2pp | 73.3%-46.3pp | 69.5%-42.6pp |
| Annual return | 20.36% | 30.63%-10.3pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $246 | $2,092-88.2% | $2,854-91.4% | $2,440-89.9% |
| Participant deferral / active EE | $386 | $2,887-86.6% | $3,885-90.1% | $3,607-89.3% |
| Admin fee / account holder | $213 | $3,972-94.6% | $5,351-96.0% | $5,124-95.9% |