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 | $35,678 | $108,825-67.2% | $156,181-77.2% | $82,448-56.7% |
| Participation rate | 57.1% | 72.4%-15.2pp | 78.8%-21.7pp | 68.1%-10.9pp |
| Annual return | 16.71% | 20.59%-3.9pp | 64.87%-48.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $997 | $2,870-65.3% | $4,294-76.8% | $2,551-60.9% |
| Participant deferral / active EE | $1,486 | $4,577-67.5% | $6,132-75.8% | $4,139-64.1% |
| Admin fee / account holder | $251 | $9,341-97.3% | $14,586-98.3% | $7,234-96.5% |