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 3-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 | $4,459 | $74,888-94.0% | $71,209-93.7% | $142,382-96.9% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.1%-38.5pp |
| Annual return | 23.64% | 345.14%-321.5pp | 282.51%-258.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $425 | $2,854-85.1% | $2,721-84.4% | $4,299-90.1% |
| Participant deferral / active EE | $508 | $4,454-88.6% | $4,175-87.8% | $6,507-92.2% |
| Admin fee / account holder | $95 | $5,568-98.3% | $5,349-98.2% | $12,624-99.2% |