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 | $8,296 | $51,638-83.9% | $68,368-87.9% | $82,448-89.9% |
| Participation rate | 24.4% | 63.6%-39.2pp | 73.8%-49.4pp | 68.1%-43.7pp |
| Annual return | 16.79% | 37.53%-20.7pp | 292.57%-275.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $269 | $2,047-86.8% | $2,649-89.8% | $2,551-89.4% |
| Participant deferral / active EE | $317 | $2,914-89.1% | $4,123-92.3% | $4,139-92.3% |
| Admin fee / account holder | $40 | $4,643-99.1% | $5,150-99.2% | $7,234-99.5% |