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 | $16,255 | $85,202-80.9% | $172,739-90.6% | $72,985-77.7% |
| Participation rate | 52.9% | 70.1%-17.2pp | 82.6%-29.8pp | 69.5%-16.6pp |
| Annual return | 19.73% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $687 | $3,324-79.3% | $5,143-86.6% | $2,440-71.8% |
| Participant deferral / active EE | $687 | $3,260-78.9% | $5,198-86.8% | $3,607-81.0% |
| Admin fee / account holder | $77 | $5,884-98.7% | $13,954-99.5% | $5,124-98.5% |