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 5-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 | $15,210 | $60,261-74.8% | $81,783-81.4% | $74,546-79.6% |
| Participation rate | 17.0% | 62.9%-45.9pp | 72.4%-55.4pp | 67.2%-50.2pp |
| Annual return | 15.78% | 16.88%-1.1pp | 775.05%-759.3pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $351 | $2,622-86.6% | $2,913-87.9% | $2,624-86.6% |
| Participant deferral / active EE | $562 | $3,388-83.4% | $4,320-87.0% | $4,347-87.1% |
| Admin fee / account holder | $249 | $1,482-83.2% | $7,380-96.6% | $1,944-87.2% |