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 | $63,454 | $85,766-26.0% | $136,294-53.4% | $70,131-9.5% |
| Participation rate | 51.9% | 74.2%-22.3pp | 81.9%-30.1pp | 69.5%-17.7pp |
| Annual return | 15.70% | 31.45%-15.8pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $902 | $2,966-69.6% | $4,695-80.8% | $2,342-61.5% |
| Participant deferral / active EE | $2,019 | $5,051-60.0% | $6,247-67.7% | $3,332-39.4% |
| Admin fee / account holder | $71 | $5,420-98.7% | $9,243-99.2% | $4,645-98.5% |