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 | $25,248 | $63,764-60.4% | $81,930-69.2% | $79,858-68.4% |
| Participation rate | 28.3% | 67.5%-39.2pp | 72.0%-43.7pp | 69.6%-41.4pp |
| Annual return | 10.53% | 22.66%-12.1pp | 29.49%-19.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $454 | $1,795-74.7% | $4,310-89.5% | $2,471-81.6% |
| Participant deferral / active EE | $637 | $2,780-77.1% | $7,107-91.0% | $3,740-83.0% |
| Admin fee / account holder | $110 | $4,426-97.5% | $5,158-97.9% | $5,306-97.9% |