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 | $14,409 | $81,632-82.3% | $70,449-79.5% | $158,922-90.9% |
| Participation rate | 41.7% | 77.7%-36.1pp | 75.1%-33.4pp | 82.0%-40.3pp |
| Annual return | 21.72% | 208.40%-186.7pp | 109.03%-87.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $416 | $3,217-87.1% | $2,737-84.8% | $4,761-91.3% |
| Participant deferral / active EE | $732 | $4,554-83.9% | $3,709-80.3% | $5,982-87.8% |
| Admin fee / account holder | $30 | $6,193-99.5% | $3,845-99.2% | $11,246-99.7% |