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 | $57,710 | $76,552-24.6% | $123,892-53.4% | $62,891-8.2% |
| Participation rate | 13.8% | 73.0%-59.2pp | 81.4%-67.6pp | 69.3%-55.5pp |
| Annual return | 6.07% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $657 | $2,883-77.2% | $4,617-85.8% | $2,281-71.2% |
| Participant deferral / active EE | $998 | $4,840-79.4% | $5,984-83.3% | $3,203-68.8% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |