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 | $57,447 | $72,277-20.5% | $101,248-43.3% | $79,858-28.1% |
| Participation rate | 36.4% | 68.5%-32.1pp | 75.8%-39.4pp | 69.6%-33.3pp |
| Annual return | 12.72% | 22.30%-9.6pp | 46.47%-33.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $770 | $2,692-71.4% | $3,660-78.9% | $2,471-68.8% |
| Participant deferral / active EE | $1,105 | $3,282-66.3% | $4,370-74.7% | $3,740-70.5% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |