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 | $8,284 | $27,839-70.2% | $58,482-85.8% | $71,457-88.4% |
| Participation rate | 13.8% | 34.5%-20.8pp | 50.9%-37.1pp | 67.9%-54.1pp |
| Annual return | 16.75% | 26.81%-10.1pp | 4239.32%-4222.6pp | 28.85%-12.1pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $198 | $1,206-83.6% | $1,924-89.7% | $4,289-95.4% |
| Admin fee / account holder | $245 | $1,641-85.1% | $2,516-90.3% | $1,587-84.6% |