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 10-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 | $12,339 | $53,516-76.9% | $126,539-90.2% | $84,808-85.5% |
| Participation rate | 42.7% | 58.2%-15.6pp | 69.8%-27.2pp | 68.3%-25.6pp |
| Annual return | 16.20% | 58.34%-42.1pp | 425.95%-409.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $644 | $1,535-58.0% | $3,674-82.5% | $2,631-75.5% |
| Participant deferral / active EE | $532 | $2,671-80.1% | $4,083-87.0% | $4,212-87.4% |
| Admin fee / account holder | $128 | $4,497-97.2% | $6,065-97.9% | $7,344-98.3% |