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 | $39,814 | $64,324-38.1% | $118,925-66.5% | $79,858-50.1% |
| Participation rate | 34.5% | 64.9%-30.4pp | 75.4%-40.9pp | 69.6%-35.2pp |
| Annual return | 17.26% | 86.45%-69.2pp | 35.88%-18.6pp | 31.71%-14.5pp |
| Employer contribution / active EE | $803 | $1,836-56.3% | $3,263-75.4% | $2,471-67.5% |
| Participant deferral / active EE | $839 | $2,824-70.3% | $4,265-80.3% | $3,740-77.6% |
| Admin fee / account holder | $255 | $4,040-93.7% | $6,581-96.1% | $5,306-95.2% |