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 | $36,991 | $71,050-47.9% | $93,606-60.5% | $80,856-54.3% |
| Participation rate | 24.1% | 60.4%-36.3pp | 68.7%-44.6pp | 67.6%-43.5pp |
| Annual return | 14.25% | 11.26%+3.0pp | 133.20%-118.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $423 | $1,564-72.9% | $2,420-82.5% | $2,755-84.6% |
| Participant deferral / active EE | $666 | $4,034-83.5% | $4,411-84.9% | $4,296-84.5% |
| Admin fee / account holder | $37 | $6,945-99.5% | $8,285-99.6% | $6,918-99.5% |