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 | $84,270 | $112,729-25.2% | $98,716-14.6% | $137,256-38.6% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.3%-23.1pp | 80.0%-33.8pp |
| Annual return | 14.40% | 38.48%-24.1pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $866 | $2,725-68.2% | $2,279-62.0% | $4,156-79.2% |
| Participant deferral / active EE | $1,080 | $4,640-76.7% | $4,048-73.3% | $6,407-83.1% |
| Admin fee / account holder | $10 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |