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 9-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 | $21,664 | $63,764-66.0% | $81,930-73.6% | $79,858-72.9% |
| Participation rate | 31.7% | 67.5%-35.8pp | 72.0%-40.3pp | 69.6%-38.0pp |
| Annual return | 12.75% | 22.66%-9.9pp | 29.49%-16.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $550 | $1,795-69.3% | $4,310-87.2% | $2,471-77.7% |
| Participant deferral / active EE | $965 | $2,780-65.3% | $7,107-86.4% | $3,740-74.2% |
| Admin fee / account holder | $229 | $4,426-94.8% | $5,158-95.6% | $5,306-95.7% |