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.
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,942 | $146,112-91.8% | $133,543,011-100.0% | $254,542-95.3% |
| Participation rate | 63.6% | 27.0%+36.6pp | 8.0%+55.6pp | 47.4%+16.3pp |
| Annual return | 16.69% | 4.63%+12.1pp | 29.77%-13.1pp | 12.16%+4.5pp |
| Employer contribution / active EE | $3,708 | $51,918-92.9% | $33,607-89.0% | $44,746-91.7% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $150 | $282,686-99.9% | $835,310-100.0% | $17,640-99.2% |