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 | $6,811 | $95,266-92.9% | $82,389-91.7% | $142,382-95.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 24.79% | 25.74%-0.9pp | 28.67%-3.9pp | 217.08%-192.3pp |
| Employer contribution / active EE | $645 | $2,991-78.4% | $2,517-74.4% | $4,299-85.0% |
| Participant deferral / active EE | $645 | $4,809-86.6% | $4,155-84.5% | $6,507-90.1% |
| Admin fee / account holder | $300 | $8,563-96.5% | $7,231-95.9% | $12,624-97.6% |