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 | $29,060 | $179,726-83.8% | $156,263-81.4% | $142,382-79.6% |
| Participation rate | 47.4% | 82.1%-34.7pp | 78.9%-31.5pp | 80.1%-32.8pp |
| Annual return | 10.47% | 77.86%-67.4pp | 59.47%-49.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $894 | $6,956-87.1% | $6,158-85.5% | $6,507-86.3% |
| Admin fee / account holder | $37 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |