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 | $53,205 | $46,553+14.3% | $64,056-16.9% | $75,163-29.2% |
| Participation rate | 8.8% | 65.9%-57.1pp | 72.3%-63.5pp | 67.2%-58.4pp |
| Annual return | 11.91% | 26.03%-14.1pp | 33.69%-21.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $211 | $2,837-92.6% | $3,880-94.6% | $4,125-94.9% |
| Admin fee / account holder | $132 | $2,952-95.5% | $3,068-95.7% | $5,651-97.7% |