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 | $26,149 | $54,541-52.1% | $78,778-66.8% | $70,131-62.7% |
| Participation rate | 67.9% | 60.8%+7.1pp | 69.2%-1.3pp | 69.5%-1.7pp |
| Annual return | 16.47% | 21.07%-4.6pp | 35.62%-19.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $840 | $2,210-62.0% | $2,958-71.6% | $3,332-74.8% |
| Admin fee / account holder | $169 | $3,709-95.4% | $5,134-96.7% | $4,645-96.4% |