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 | $65,614 | $86,929-24.5% | $102,423-35.9% | $80,856-18.9% |
| Participation rate | 39.3% | 72.4%-33.1pp | 76.5%-37.2pp | 67.6%-28.4pp |
| Annual return | 14.25% | 18.88%-4.6pp | 29.32%-15.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $854 | $2,369-63.9% | $3,023-71.7% | $2,755-69.0% |
| Participant deferral / active EE | $1,570 | $4,118-61.9% | $5,053-68.9% | $4,296-63.4% |
| Admin fee / account holder | $163 | $8,049-98.0% | $9,451-98.3% | $6,918-97.6% |