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 4-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 | $3,932 | $24,730-84.1% | $66,042-94.0% | $84,808-95.4% |
| Participation rate | 21.3% | 68.1%-46.8pp | 67.5%-46.2pp | 68.3%-47.0pp |
| Annual return | 23.36% | 79.55%-56.2pp | 52.11%-28.8pp | 40.90%-17.5pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $360 | $1,737-79.3% | $2,835-87.3% | $4,212-91.4% |
| Admin fee / account holder | $43 | $3,014-98.6% | $5,747-99.3% | $7,344-99.4% |