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 | $19,779 | $65,365-69.7% | $92,893-78.7% | $72,985-72.9% |
| Participation rate | 8.7% | 68.3%-59.6pp | 76.0%-67.3pp | 69.5%-60.8pp |
| Annual return | 17.61% | 42.10%-24.5pp | 109.41%-91.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $106 | $3,128-96.6% | $4,236-97.5% | $3,607-97.0% |
| Admin fee / account holder | $19 | $4,251-99.6% | $5,794-99.7% | $5,124-99.6% |