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 | $54,897 | $76,367-28.1% | $93,606-41.4% | $72,985-24.8% |
| Participation rate | 64.0% | 71.7%-7.7pp | 75.8%-11.8pp | 69.5%-5.5pp |
| Annual return | 21.02% | 25.82%-4.8pp | 32.76%-11.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $812 | $2,275-64.3% | $2,718-70.1% | $2,440-66.7% |
| Participant deferral / active EE | $1,223 | $3,538-65.4% | $4,069-69.9% | $3,607-66.1% |
| Admin fee / account holder | $7 | $6,838-99.9% | $7,888-99.9% | $5,124-99.9% |