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 | $130,625 | $124,425+5.0% | $112,040+16.6% | $137,256-4.8% |
| Participation rate | 26.3% | 79.3%-53.0pp | 76.5%-50.2pp | 80.0%-53.6pp |
| Annual return | 20.67% | 24.72%-4.0pp | 24.52%-3.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,618 | $5,718-71.7% | $5,098-68.3% | $6,407-74.7% |
| Admin fee / account holder | $70 | $15,207-99.5% | $12,098-99.4% | $12,270-99.4% |