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 | $16,247 | $69,207-76.5% | $64,056-74.6% | $139,434-88.3% |
| Participation rate | 37.5% | 75.6%-38.1pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 14.28% | 45.88%-31.6pp | 33.69%-19.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $417 | $3,182-86.9% | $2,747-84.8% | $4,751-91.2% |
| Participant deferral / active EE | $598 | $4,682-87.2% | $3,880-84.6% | $6,710-91.1% |
| Admin fee / account holder | $201 | $4,244-95.3% | $3,068-93.4% | $11,403-98.2% |