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 | $7,235 | $102,245-92.9% | $89,340-91.9% | $137,256-94.7% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 21.40% | 21.89%-0.5pp | 20.57%+0.8pp | 220.34%-198.9pp |
| Employer contribution / active EE | $115 | $2,529-95.5% | $2,231-94.9% | $4,156-97.2% |
| Participant deferral / active EE | $422 | $4,436-90.5% | $3,823-89.0% | $6,407-93.4% |
| Admin fee / account holder | $26 | $8,085-99.7% | $6,704-99.6% | $12,270-99.8% |