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 7-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 | $38,080 | $77,419-50.8% | $69,455-45.2% | $152,861-75.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $871 | $3,315-73.7% | $2,779-68.7% | $4,762-81.7% |
| Participant deferral / active EE | $871 | $4,414-80.3% | $3,535-75.4% | $5,850-85.1% |
| Admin fee / account holder | $214 | $6,207-96.6% | $3,839-94.4% | $11,596-98.2% |