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 4-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 | $6,830 | $100,773-93.2% | $88,946-92.3% | $142,382-95.2% |
| Participation rate | 23.5% | 74.3%-50.8pp | 68.8%-45.3pp | 80.1%-56.6pp |
| Annual return | 30.71% | 70.18%-39.5pp | 57.82%-27.1pp | 217.08%-186.4pp |
| Employer contribution / active EE | $402 | $2,918-86.2% | $2,555-84.3% | $4,299-90.7% |
| Participant deferral / active EE | $709 | $5,230-86.4% | $4,581-84.5% | $6,507-89.1% |
| Admin fee / account holder | $38 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |