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 | $32,949 | $63,861-48.4% | $104,607-68.5% | $79,858-58.7% |
| Participation rate | 31.6% | 64.9%-33.3pp | 74.1%-42.5pp | 69.6%-38.1pp |
| Annual return | 17.64% | 21.30%-3.7pp | 340.46%-322.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $358 | $1,588-77.5% | $2,681-86.7% | $2,471-85.5% |
| Participant deferral / active EE | $831 | $2,693-69.1% | $3,740-77.8% | $3,740-77.8% |
| Admin fee / account holder | $117 | $4,185-97.2% | $6,473-98.2% | $5,306-97.8% |