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 | $31,473 | $55,706-43.5% | $75,886-58.5% | $72,985-56.9% |
| Participation rate | 31.0% | 61.1%-30.1pp | 69.3%-38.2pp | 69.5%-38.5pp |
| Annual return | 18.49% | 27.59%-9.1pp | 30.76%-12.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $641 | $1,687-62.0% | $2,500-74.4% | $2,440-73.7% |
| Participant deferral / active EE | $781 | $2,634-70.4% | $3,603-78.3% | $3,607-78.4% |
| Admin fee / account holder | $8 | $3,978-99.8% | $5,418-99.8% | $5,124-99.8% |