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 | $21,867 | $54,762-60.1% | $90,281-75.8% | $72,985-70.0% |
| Participation rate | 39.4% | 65.1%-25.8pp | 73.3%-33.9pp | 69.5%-30.1pp |
| Annual return | 16.82% | 30.63%-13.8pp | 78.10%-61.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,178 | $2,092-43.7% | $2,854-58.7% | $2,440-51.7% |
| Participant deferral / active EE | $453 | $2,887-84.3% | $3,885-88.3% | $3,607-87.4% |
| Admin fee / account holder | $122 | $3,972-96.9% | $5,351-97.7% | $5,124-97.6% |