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 7-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 | $6,684 | $95,561-93.0% | $77,163-91.3% | $139,434-95.2% |
| Participation rate | 20.0% | 73.9%-53.9pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 23.15% | 54.92%-31.8pp | 37.87%-14.7pp | 372.94%-349.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $328 | $4,624-92.9% | $3,833-91.5% | $6,710-95.1% |
| Admin fee / account holder | $23 | $8,295-99.7% | $5,472-99.6% | $11,403-99.8% |