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 8-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 | $31,573 | $78,672-59.9% | $109,143-71.1% | $85,850-63.2% |
| Participation rate | 29.4% | 68.3%-38.9pp | 75.9%-46.5pp | 69.3%-39.9pp |
| Annual return | 14.16% | 25.09%-10.9pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,520 | $2,735-44.4% | $3,722-59.2% | $2,565-40.7% |
| Participant deferral / active EE | $322 | $3,467-90.7% | $4,653-93.1% | $3,952-91.8% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |