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 | $12,774 | $61,774-79.3% | $97,226-86.9% | $80,856-84.2% |
| Participation rate | 57.7% | 63.5%-5.8pp | 72.7%-15.0pp | 67.6%-9.9pp |
| Annual return | 14.56% | -557.90%+572.5pp | 75.13%-60.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $999 | $1,837-45.6% | $2,729-63.4% | $2,755-63.7% |
| Participant deferral / active EE | $400 | $3,029-86.8% | $4,264-90.6% | $4,296-90.7% |
| Admin fee / account holder | $95 | $5,166-98.2% | $5,654-98.3% | $6,918-98.6% |