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 3-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 | $17,692 | $106,584-83.4% | $101,326-82.5% | $142,382-87.6% |
| Participation rate | 16.7% | 82.7%-66.0pp | 81.5%-64.8pp | 80.1%-63.5pp |
| Annual return | 19.33% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $382 | $3,956-90.4% | $3,665-89.6% | $4,299-91.1% |
| Participant deferral / active EE | $520 | $8,297-93.7% | $7,994-93.5% | $6,507-92.0% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |