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 | $6,672 | $100,773-93.4% | $88,946-92.5% | $142,382-95.3% |
| Participation rate | 47.6% | 74.3%-26.7pp | 68.8%-21.2pp | 80.1%-32.5pp |
| Annual return | 29.00% | 70.18%-41.2pp | 57.82%-28.8pp | 217.08%-188.1pp |
| Employer contribution / active EE | $494 | $2,918-83.1% | $2,555-80.7% | $4,299-88.5% |
| Participant deferral / active EE | $687 | $5,230-86.9% | $4,581-85.0% | $6,507-89.4% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |