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 6-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 | $24,273 | $177,572-86.3% | $154,803-84.3% | $142,382-83.0% |
| Participation rate | 39.1% | 82.1%-42.9pp | 78.1%-38.9pp | 80.1%-41.0pp |
| Annual return | 18.53% | 65.07%-46.5pp | 58.88%-40.4pp | 217.08%-198.5pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,413 | $6,272-77.5% | $5,540-74.5% | $6,507-78.3% |
| Admin fee / account holder | $237 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |