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 | $11,411 | $76,407-85.1% | $150,298-92.4% | $82,448-86.2% |
| Participation rate | 36.5% | 66.4%-29.9pp | 77.8%-41.2pp | 68.1%-31.5pp |
| Annual return | 22.73% | 39.99%-17.3pp | 62.79%-40.1pp | 41.64%-18.9pp |
| Employer contribution / active EE | $519 | $2,614-80.2% | $4,154-87.5% | $2,551-79.7% |
| Participant deferral / active EE | $728 | $3,214-77.3% | $5,453-86.6% | $4,139-82.4% |
| Admin fee / account holder | $101 | $6,352-98.4% | $14,116-99.3% | $7,234-98.6% |