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 | $7,232 | $90,348-92.0% | $75,972-90.5% | $145,922-95.0% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 14.71% | 620.88%-606.2pp | 359.55%-344.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $590 | $3,311-82.2% | $2,685-78.0% | $4,660-87.3% |
| Participant deferral / active EE | $705 | $5,162-86.3% | $4,255-83.4% | $6,688-89.5% |
| Admin fee / account holder | $75 | $8,467-99.1% | $6,467-98.8% | $13,397-99.4% |