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 | $30,824 | $89,355-65.5% | $141,162-78.2% | $72,985-57.8% |
| Participation rate | 49.4% | 75.1%-25.7pp | 82.5%-33.1pp | 69.5%-20.1pp |
| Annual return | 31.17% | 111.85%-80.7pp | 71.39%-40.2pp | 81.00%-49.8pp |
| Employer contribution / active EE | $720 | $3,114-76.9% | $4,735-84.8% | $2,440-70.5% |
| Participant deferral / active EE | $1,845 | $5,418-66.0% | $6,709-72.5% | $3,607-48.9% |
| Admin fee / account holder | $246 | $5,958-95.9% | $10,261-97.6% | $5,124-95.2% |