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 | $42,422 | $78,926-46.3% | $136,749-69.0% | $84,808-50.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 17.44% | 18.17%-0.7pp | 24.33%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $698 | $2,134-67.3% | $3,400-79.5% | $2,631-73.5% |
| Participant deferral / active EE | $831 | $3,168-73.8% | $4,692-82.3% | $4,212-80.3% |
| Admin fee / account holder | $245 | $6,369-96.2% | $11,386-97.8% | $7,344-96.7% |