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 5-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 | $35,116 | $109,413-67.9% | $156,263-77.5% | $84,808-58.6% |
| Participation rate | 11.0% | 72.7%-61.7pp | 78.9%-67.9pp | 68.3%-57.4pp |
| Annual return | 19.47% | 20.18%-0.7pp | 59.47%-40.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $700 | $4,590-84.7% | $6,158-88.6% | $4,212-83.4% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |