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 9-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 | $35,981 | $89,355-59.7% | $141,162-74.5% | $72,985-50.7% |
| Participation rate | 24.3% | 75.1%-50.8pp | 82.5%-58.1pp | 69.5%-45.2pp |
| Annual return | 19.57% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $504 | $5,418-90.7% | $6,709-92.5% | $3,607-86.0% |
| Admin fee / account holder | $255 | $5,958-95.7% | $10,261-97.5% | $5,124-95.0% |