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 | $57,554 | $56,277+2.3% | $80,975-28.9% | $62,891-8.5% |
| Participation rate | 13.5% | 69.0%-55.4pp | 75.8%-62.3pp | 69.3%-55.8pp |
| Annual return | 6.40% | 22.12%-15.7pp | 17.10%-10.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $623 | $4,195-85.2% | $5,696-89.1% | $3,203-80.6% |
| Admin fee / account holder | $25 | $3,741-99.3% | $5,516-99.6% | $4,296-99.4% |