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 | $97,125-93.0% | $86,233-92.1% | $137,256-95.0% |
| Participation rate | 23.5% | 74.2%-50.7pp | 69.0%-45.5pp | 80.0%-56.4pp |
| Annual return | 30.71% | 74.19%-43.5pp | 61.39%-30.7pp | 220.34%-189.6pp |
| Employer contribution / active EE | $402 | $2,841-85.9% | $2,504-84.0% | $4,156-90.3% |
| Participant deferral / active EE | $709 | $5,180-86.3% | $4,559-84.4% | $6,407-88.9% |
| Admin fee / account holder | $38 | $9,725-99.6% | $8,342-99.5% | $12,270-99.7% |