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 | $24,685 | $47,479-48.0% | $62,929-60.8% | $82,448-70.1% |
| Participation rate | 60.5% | 66.9%-6.4pp | 73.1%-12.6pp | 68.1%-7.6pp |
| Annual return | 21.03% | 20.34%+0.7pp | 1063.93%-1042.9pp | 41.64%-20.6pp |
| Employer contribution / active EE | $776 | $1,885-58.9% | $2,505-69.0% | $2,551-69.6% |
| Participant deferral / active EE | $774 | $2,870-73.0% | $3,888-80.1% | $4,139-81.3% |
| Admin fee / account holder | $14 | $3,804-99.6% | $5,065-99.7% | $7,234-99.8% |