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 10-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 | $14,769 | $95,416-84.5% | $185,823-92.1% | $85,850-82.8% |
| Participation rate | 45.5% | 68.8%-23.3pp | 81.7%-36.2pp | 69.3%-23.9pp |
| Annual return | 16.20% | 23.59%-7.4pp | 122.05%-105.9pp | 318.53%-302.3pp |
| Employer contribution / active EE | $641 | $3,314-80.6% | $5,167-87.6% | $2,565-75.0% |
| Participant deferral / active EE | $755 | $3,423-77.9% | $5,568-86.4% | $3,952-80.9% |
| Admin fee / account holder | $89 | $7,213-98.8% | $16,237-99.5% | $6,260-98.6% |