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 | $34,649 | $48,364-28.4% | $71,796-51.7% | $62,891-44.9% |
| Participation rate | 15.1% | 60.6%-45.5pp | 69.1%-54.0pp | 69.3%-54.2pp |
| Annual return | 7.18% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $534 | $2,091-74.5% | $2,794-80.9% | $3,203-83.3% |
| Admin fee / account holder | $91 | $3,771-97.6% | $4,815-98.1% | $4,296-97.9% |