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 | $10,945 | $80,717-86.4% | $154,803-92.9% | $84,808-87.1% |
| Participation rate | 12.9% | 66.8%-53.9pp | 78.1%-65.2pp | 68.3%-55.4pp |
| Annual return | 16.21% | 37.96%-21.7pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $395 | $3,303-88.0% | $5,540-92.9% | $4,212-90.6% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |