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 8-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 | $28,131 | $109,881-74.4% | $150,045-81.3% | $84,808-66.8% |
| Participation rate | 15.6% | 76.1%-60.5pp | 82.3%-66.7pp | 68.3%-52.7pp |
| Annual return | 20.96% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,043 | $6,636-84.3% | $7,997-87.0% | $4,212-75.2% |
| Admin fee / account holder | $101 | $8,568-98.8% | $13,435-99.3% | $7,344-98.6% |