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 | $29,809 | $166,020-82.0% | $164,866-81.9% | $145,959-79.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 13.93% | 100.08%-86.2pp | 69.97%-56.0pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,235 | $5,275-76.6% | $4,343-71.6% | $4,661-73.5% |
| Participant deferral / active EE | $1,247 | $6,961-82.1% | $6,033-79.3% | $6,689-81.4% |
| Admin fee / account holder | $121 | $16,644-99.3% | $12,689-99.0% | $13,398-99.1% |