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 | $43,336 | $67,606-35.9% | $82,313-47.4% | $70,131-38.2% |
| Participation rate | 44.3% | 72.8%-28.4pp | 76.9%-32.6pp | 69.5%-25.2pp |
| Annual return | 22.01% | 21.57%+0.4pp | 25.88%-3.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $684 | $1,755-61.0% | $2,428-71.8% | $2,342-70.8% |
| Participant deferral / active EE | $1,082 | $2,987-63.8% | $3,706-70.8% | $3,332-67.5% |
| Admin fee / account holder | $214 | $4,512-95.3% | $5,608-96.2% | $4,645-95.4% |