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 | $19,268 | $34,308-43.8% | $74,701-74.2% | $72,985-73.6% |
| Participation rate | 31.8% | 42.4%-10.6pp | 54.5%-22.6pp | 69.5%-37.7pp |
| Annual return | 21.22% | 26.58%-5.4pp | 752.92%-731.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $265 | $692-61.6% | $1,084-75.5% | $2,440-89.1% |
| Participant deferral / active EE | $267 | $1,271-79.0% | $1,964-86.4% | $3,607-92.6% |
| Admin fee / account holder | $234 | $2,124-89.0% | $3,333-93.0% | $5,124-95.4% |