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 | $37,242 | $165,584-77.5% | $142,942-73.9% | $137,256-72.9% |
| Participation rate | 16.7% | 80.1%-63.4pp | 76.8%-60.2pp | 80.0%-63.3pp |
| Annual return | 17.60% | 164.22%-146.6pp | 113.70%-96.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,310 | $8,194-84.0% | $7,128-81.6% | $6,407-79.5% |
| Admin fee / account holder | $142 | $16,167-99.1% | $12,475-98.9% | $12,270-98.8% |