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 | $7,194 | $74,888-90.4% | $71,209-89.9% | $142,382-94.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 24.92% | 345.14%-320.2pp | 282.51%-257.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $466 | $2,854-83.7% | $2,721-82.9% | $4,299-89.2% |
| Participant deferral / active EE | $604 | $4,454-86.4% | $4,175-85.5% | $6,507-90.7% |
| Admin fee / account holder | $25 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |