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 5-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 | $22,638 | $77,314-70.7% | $177,989-87.3% | $80,856-72.0% |
| Participation rate | 23.4% | 65.7%-42.3pp | 77.1%-53.6pp | 67.6%-44.2pp |
| Annual return | 17.94% | 18.09%-0.1pp | 294.48%-276.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $639 | $2,292-72.1% | $3,949-83.8% | $2,755-76.8% |
| Participant deferral / active EE | $1,328 | $4,411-69.9% | $6,276-78.8% | $4,296-69.1% |
| Admin fee / account holder | $81 | $7,191-98.9% | $10,363-99.2% | $6,918-98.8% |