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 7-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 | $31,258 | $178,174-82.5% | $156,181-80.0% | $137,256-77.2% |
| Participation rate | 30.8% | 82.0%-51.3pp | 78.8%-48.1pp | 80.0%-49.2pp |
| Annual return | 18.39% | 84.19%-65.8pp | 64.87%-46.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,951 | $6,888-71.7% | $6,132-68.2% | $6,407-69.5% |
| Admin fee / account holder | $167 | $17,404-99.0% | $14,586-98.9% | $12,270-98.6% |