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 | $19,513 | $53,516-63.5% | $126,539-84.6% | $84,808-77.0% |
| Participation rate | 19.4% | 58.2%-38.8pp | 69.8%-50.4pp | 68.3%-48.9pp |
| Annual return | 23.36% | 58.34%-35.0pp | 425.95%-402.6pp | 40.90%-17.5pp |
| Employer contribution / active EE | $399 | $1,535-74.0% | $3,674-89.1% | $2,631-84.8% |
| Participant deferral / active EE | $680 | $2,671-74.5% | $4,083-83.3% | $4,212-83.9% |
| Admin fee / account holder | $153 | $4,497-96.6% | $6,065-97.5% | $7,344-97.9% |