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 | $112,729-77.1% | $98,716-73.8% | $137,256-81.2% |
| Participation rate | 45.0% | 74.2%-29.2pp | 69.3%-24.3pp | 80.0%-35.0pp |
| Annual return | 15.72% | 38.48%-22.8pp | 31.81%-16.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $529 | $2,725-80.6% | $2,279-76.8% | $4,156-87.3% |
| Participant deferral / active EE | $995 | $4,640-78.5% | $4,048-75.4% | $6,407-84.5% |
| Admin fee / account holder | $227 | $10,129-97.8% | $8,703-97.4% | $12,270-98.1% |