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 | $42,155 | $53,127-20.7% | $86,590-51.3% | $70,131-39.9% |
| Participation rate | 27.6% | 65.3%-37.7pp | 73.5%-46.0pp | 69.5%-42.0pp |
| Annual return | 18.11% | 27.66%-9.6pp | 964.84%-946.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $403 | $2,696-85.0% | $3,609-88.8% | $3,332-87.9% |
| Admin fee / account holder | $163 | $3,585-95.5% | $4,906-96.7% | $4,645-96.5% |