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 | $117,983-28.6% | $101,794-17.2% | $142,382-40.8% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.2%-23.0pp | 80.1%-34.0pp |
| Annual return | 14.40% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $866 | $2,773-68.8% | $2,289-62.2% | $4,299-79.9% |
| Participant deferral / active EE | $1,080 | $4,714-77.1% | $4,084-73.6% | $6,507-83.4% |
| Admin fee / account holder | $10 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |