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 | $23,007 | $37,426-38.5% | $77,482-70.3% | $79,858-71.2% |
| Participation rate | 10.1% | 41.5%-31.4pp | 54.2%-44.1pp | 69.6%-59.5pp |
| Annual return | 15.28% | 39.70%-24.4pp | 54.79%-39.5pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $228 | $1,260-81.9% | $1,861-87.7% | $3,740-93.9% |
| Admin fee / account holder | $186 | $2,504-92.6% | $2,858-93.5% | $5,306-96.5% |