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 | $23,747 | $107,452-77.9% | $91,541-74.1% | $142,382-83.3% |
| Participation rate | 15.4% | 75.1%-59.7pp | 69.8%-54.4pp | 80.1%-64.7pp |
| Annual return | 31.24% | 22.06%+9.2pp | 20.50%+10.7pp | 217.08%-185.8pp |
| Employer contribution / active EE | $326 | $2,994-89.1% | $2,505-87.0% | $4,299-92.4% |
| Participant deferral / active EE | $657 | $4,754-86.2% | $4,008-83.6% | $6,507-89.9% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |