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 | $35,747 | $57,016-37.3% | $84,966-57.9% | $80,856-55.8% |
| Participation rate | 7.1% | 56.3%-49.2pp | 67.5%-60.4pp | 67.6%-60.5pp |
| Annual return | 20.55% | 21.66%-1.1pp | 66.38%-45.8pp | 35.59%-15.0pp |
| Employer contribution / active EE | $290 | $1,798-83.9% | $2,727-89.4% | $2,755-89.5% |
| Participant deferral / active EE | $400 | $3,110-87.1% | $4,519-91.1% | $4,296-90.7% |
| Admin fee / account holder | $19 | $4,980-99.6% | $6,149-99.7% | $6,918-99.7% |