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 | $5,174 | $70,756-92.7% | $65,493-92.1% | $142,382-96.4% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 22.98% | 1754.89%-1731.9pp | 982.45%-959.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $296 | $2,881-89.7% | $2,574-88.5% | $4,299-93.1% |
| Participant deferral / active EE | $568 | $4,637-87.7% | $3,961-85.7% | $6,507-91.3% |
| Admin fee / account holder | $97 | $6,559-98.5% | $5,028-98.1% | $12,624-99.2% |