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 | $3,336 | $54,705-93.9% | $71,209-95.3% | $84,808-96.1% |
| Participation rate | 51.4% | 64.1%-12.7pp | 73.8%-22.4pp | 68.3%-17.0pp |
| Annual return | 15.30% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $85 | $3,030-97.2% | $4,175-98.0% | $4,212-98.0% |
| Admin fee / account holder | $43 | $4,863-99.1% | $5,349-99.2% | $7,344-99.4% |