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 | $24,443 | $63,346-61.4% | $92,233-73.5% | $70,131-65.1% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 18.67% | 530.12%-511.4pp | 176.28%-157.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $829 | $2,471-66.4% | $3,679-77.5% | $2,342-64.6% |
| Participant deferral / active EE | $1,096 | $2,854-61.6% | $3,897-71.9% | $3,332-67.1% |
| Admin fee / account holder | $103 | $3,840-97.3% | $5,194-98.0% | $4,645-97.8% |