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 | $17,670 | $114,381-84.6% | $107,525-83.6% | $142,382-87.6% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 17.86% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $829 | $4,015-79.3% | $3,754-77.9% | $4,299-80.7% |
| Participant deferral / active EE | $1,036 | $5,564-81.4% | $5,116-79.7% | $6,507-84.1% |
| Admin fee / account holder | $210 | $9,860-97.9% | $8,919-97.6% | $12,624-98.3% |