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 | $28,195 | $172,111-83.6% | $150,298-81.2% | $137,256-79.5% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 21.19% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $869 | $4,636-81.3% | $4,154-79.1% | $4,156-79.1% |
| Participant deferral / active EE | $869 | $6,166-85.9% | $5,453-84.1% | $6,407-86.4% |
| Admin fee / account holder | $14 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |