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 | $22,424 | $148,534-84.9% | $135,903-83.5% | $139,434-83.9% |
| Participation rate | 52.4% | 83.9%-31.5pp | 81.9%-29.5pp | 80.3%-27.9pp |
| Annual return | 20.08% | 79.19%-59.1pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $3,195 | $5,243-39.1% | $4,856-34.2% | $4,751-32.8% |
| Participant deferral / active EE | $608 | $8,100-92.5% | $7,758-92.2% | $6,710-90.9% |
| Admin fee / account holder | $255 | $12,400-97.9% | $10,762-97.6% | $11,403-97.8% |