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 | $44,427 | $95,803-53.6% | $113,168-60.7% | $84,808-47.6% |
| Participation rate | 30.0% | 72.9%-42.9pp | 76.6%-46.6pp | 68.3%-38.3pp |
| Annual return | 17.19% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,537 | $4,242-63.8% | $5,107-69.9% | $4,212-63.5% |
| Admin fee / account holder | $205 | $8,989-97.7% | $12,068-98.3% | $7,344-97.2% |