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 | $26,300 | $62,586-58.0% | $76,768-65.7% | $64,186-59.0% |
| Participation rate | 36.6% | 72.8%-36.2pp | 77.0%-40.3pp | 69.6%-32.9pp |
| Annual return | 15.80% | -1.95%+17.7pp | 2.43%+13.4pp | 7.63%+8.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $782 | $3,145-75.1% | $3,852-79.7% | $3,470-77.4% |
| Admin fee / account holder | $145 | $4,667-96.9% | $6,675-97.8% | $4,888-97.0% |