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 5-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 | $10,939 | $106,584-89.7% | $101,326-89.2% | $142,382-92.3% |
| Participation rate | 20.0% | 82.7%-62.7pp | 81.5%-61.5pp | 80.1%-60.1pp |
| Annual return | 29.10% | 36.93%-7.8pp | 36.82%-7.7pp | 217.08%-188.0pp |
| Employer contribution / active EE | $320 | $3,956-91.9% | $3,665-91.3% | $4,299-92.6% |
| Participant deferral / active EE | $502 | $8,297-93.9% | $7,994-93.7% | $6,507-92.3% |
| Admin fee / account holder | $35 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |