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 | $38,581 | $48,076-19.8% | $78,689-51.0% | $62,891-38.7% |
| Participation rate | 7.5% | 65.2%-57.7pp | 73.6%-66.1pp | 69.3%-61.8pp |
| Annual return | 16.63% | 31.35%-14.7pp | 62.18%-45.5pp | 20.14%-3.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $314 | $2,588-87.9% | $3,517-91.1% | $3,203-90.2% |
| Admin fee / account holder | $125 | $3,207-96.1% | $4,510-97.2% | $4,296-97.1% |