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 | $44,851 | $95,416-53.0% | $185,823-75.9% | $85,850-47.8% |
| Participation rate | 26.7% | 68.8%-42.1pp | 81.7%-55.0pp | 69.3%-42.6pp |
| Annual return | 15.35% | 23.59%-8.2pp | 122.05%-106.7pp | 318.53%-303.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $902 | $3,423-73.6% | $5,568-83.8% | $3,952-77.2% |
| Admin fee / account holder | $289 | $7,213-96.0% | $16,237-98.2% | $6,260-95.4% |