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 3-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 | $18,672 | $177,572-89.5% | $154,803-87.9% | $142,382-86.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 26.46% | 65.07%-38.6pp | 58.88%-32.4pp | 217.08%-190.6pp |
| Employer contribution / active EE | $1,032 | $4,810-78.6% | $4,305-76.0% | $4,299-76.0% |
| Participant deferral / active EE | $1,352 | $6,272-78.4% | $5,540-75.6% | $6,507-79.2% |
| Admin fee / account holder | $86 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |