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 7-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 | $25,824 | $117,983-78.1% | $101,794-74.6% | $142,382-81.9% |
| Participation rate | 45.0% | 74.2%-29.2pp | 69.2%-24.2pp | 80.1%-35.1pp |
| Annual return | 15.72% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $529 | $2,773-80.9% | $2,289-76.9% | $4,299-87.7% |
| Participant deferral / active EE | $995 | $4,714-78.9% | $4,084-75.6% | $6,507-84.7% |
| Admin fee / account holder | $227 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |