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 10-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 | $30,406 | $39,162-22.4% | $100,671-69.8% | $59,632-49.0% |
| Participation rate | 20.0% | 55.9%-35.9pp | 70.7%-50.7pp | 68.7%-48.7pp |
| Annual return | 5.40% | 21.07%-15.7pp | 20.43%-15.0pp | 2041.28%-2035.9pp |
| Employer contribution / active EE | $197 | $1,151-82.9% | $4,012-95.1% | $2,203-91.1% |
| Participant deferral / active EE | $639 | $1,992-67.9% | $3,144-79.7% | $3,192-80.0% |
| Admin fee / account holder | $219 | $2,969-92.6% | $4,850-95.5% | $4,297-94.9% |