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 9-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 | $18,662 | $58,879-68.3% | $178,490-89.5% | $73,488-74.6% |
| Participation rate | 24.0% | 66.2%-42.2pp | 81.9%-57.9pp | 70.7%-46.7pp |
| Annual return | 29.13% | 24.86%+4.3pp | 151.07%-121.9pp | 28.51%+0.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $779 | $2,567-69.7% | $5,202-85.0% | $3,740-79.2% |
| Admin fee / account holder | $122 | $400-69.4% | $13,984-99.1% | $513-76.2% |