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 | $49,818 | $76,367-34.8% | $93,606-46.8% | $72,985-31.7% |
| Participation rate | 27.5% | 71.7%-44.3pp | 75.8%-48.4pp | 69.5%-42.0pp |
| Annual return | 26.51% | 25.82%+0.7pp | 32.76%-6.2pp | 81.00%-54.5pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $842 | $3,538-76.2% | $4,069-79.3% | $3,607-76.7% |
| Admin fee / account holder | $54 | $6,838-99.2% | $7,888-99.3% | $5,124-98.9% |