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 | $22,635 | $53,127-57.4% | $86,590-73.9% | $70,131-67.7% |
| Participation rate | 26.9% | 65.3%-38.4pp | 73.5%-46.6pp | 69.5%-42.6pp |
| Annual return | 15.68% | 27.66%-12.0pp | 964.84%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $314 | $2,696-88.4% | $3,609-91.3% | $3,332-90.6% |
| Admin fee / account holder | $21 | $3,585-99.4% | $4,906-99.6% | $4,645-99.5% |