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 | $19,367 | $81,233-76.2% | $155,567-87.6% | $80,874-76.1% |
| Participation rate | 37.9% | 66.2%-28.3pp | 78.2%-40.3pp | 67.6%-29.7pp |
| Annual return | 13.78% | 33.33%-19.5pp | 64.74%-51.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $516 | $3,101-83.4% | $4,674-89.0% | $2,756-81.3% |
| Participant deferral / active EE | $897 | $3,452-74.0% | $5,628-84.1% | $4,297-79.1% |
| Admin fee / account holder | $14 | $7,998-99.8% | $15,916-99.9% | $6,935-99.8% |