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 6-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 | $26,357 | $87,166-69.8% | $76,735-65.7% | $137,256-80.8% |
| Participation rate | 29.4% | 74.4%-44.9pp | 69.5%-40.1pp | 80.0%-50.5pp |
| Annual return | 17.84% | 26.50%-8.7pp | 29.77%-11.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $725 | $2,904-75.0% | $2,454-70.5% | $4,156-82.6% |
| Participant deferral / active EE | $795 | $4,726-83.2% | $4,088-80.6% | $6,407-87.6% |
| Admin fee / account holder | $116 | $8,403-98.6% | $7,189-98.4% | $12,270-99.1% |