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 4-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 | $18,874 | $126,574-85.1% | $106,213-82.2% | $145,922-87.1% |
| Participation rate | 22.2% | 77.6%-55.4pp | 75.3%-53.1pp | 80.3%-58.1pp |
| Annual return | 15.53% | 224.79%-209.3pp | 116.14%-100.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $787 | $3,730-78.9% | $3,171-75.2% | $4,660-83.1% |
| Participant deferral / active EE | $888 | $5,724-84.5% | $5,016-82.3% | $6,688-86.7% |
| Admin fee / account holder | $125 | $17,304-99.3% | $11,033-98.9% | $13,397-99.1% |