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 | $12,668 | $117,983-89.3% | $101,794-87.6% | $142,382-91.1% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 20.13% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $497 | $2,773-82.1% | $2,289-78.3% | $4,299-88.4% |
| Participant deferral / active EE | $709 | $4,714-85.0% | $4,084-82.6% | $6,507-89.1% |
| Admin fee / account holder | $40 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |