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 | $20,261 | $60,022-66.2% | $88,946-77.2% | $84,808-76.1% |
| Participation rate | 7.7% | 57.8%-50.1pp | 68.8%-61.2pp | 68.3%-60.6pp |
| Annual return | 62.77% | 22.43%+40.3pp | 57.82%+5.0pp | 40.90%+21.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $119 | $3,114-96.2% | $4,581-97.4% | $4,212-97.2% |
| Admin fee / account holder | $94 | $4,811-98.0% | $8,261-98.9% | $7,344-98.7% |