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 7-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 | $21,144 | $154,117-86.3% | $129,995-83.7% | $139,434-84.8% |
| Participation rate | 53.8% | 82.0%-28.1pp | 78.5%-24.6pp | 80.3%-26.5pp |
| Annual return | 21.43% | 32.48%-11.0pp | -137.18%+158.6pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,179 | $5,289-77.7% | $4,320-72.7% | $4,751-75.2% |
| Participant deferral / active EE | $1,821 | $6,710-72.9% | $5,820-68.7% | $6,710-72.9% |
| Admin fee / account holder | $102 | $14,007-99.3% | $10,614-99.0% | $11,403-99.1% |