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 | $13,740 | $43,327-68.3% | $59,878-77.1% | $64,186-78.6% |
| Participation rate | 68.8% | 69.2%-0.4pp | 74.7%-5.9pp | 69.6%-0.8pp |
| Annual return | -5.62% | -1.55%-4.1pp | 3.46%-9.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $577 | $2,028-71.6% | $2,722-78.8% | $2,381-75.8% |
| Participant deferral / active EE | $759 | $2,546-70.2% | $3,402-77.7% | $3,470-78.1% |
| Admin fee / account holder | $97 | $3,005-96.8% | $3,590-97.3% | $4,888-98.0% |