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 | $32,672 | $70,669-53.8% | $169,368-80.7% | $75,163-56.5% |
| Participation rate | 14.5% | 64.8%-50.3pp | 77.1%-62.7pp | 67.2%-52.7pp |
| Annual return | 22.44% | 36.36%-13.9pp | 405.60%-383.2pp | 160.62%-138.2pp |
| Employer contribution / active EE | $567 | $2,211-74.3% | $4,013-85.9% | $2,670-78.8% |
| Participant deferral / active EE | $1,362 | $4,311-68.4% | $6,221-78.1% | $4,125-67.0% |
| Admin fee / account holder | $245 | $5,402-95.5% | $9,003-97.3% | $5,651-95.7% |