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 | $31,031 | $55,706-44.3% | $75,886-59.1% | $72,985-57.5% |
| Participation rate | 35.0% | 61.1%-26.1pp | 69.3%-34.3pp | 69.5%-34.5pp |
| Annual return | 20.25% | 27.59%-7.3pp | 30.76%-10.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $590 | $2,634-77.6% | $3,603-83.6% | $3,607-83.7% |
| Admin fee / account holder | $299 | $3,978-92.5% | $5,418-94.5% | $5,124-94.2% |