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 | $9,554 | $76,407-87.5% | $150,298-93.6% | $82,448-88.4% |
| Participation rate | 4.0% | 66.4%-62.4pp | 77.8%-73.8pp | 68.1%-64.1pp |
| Annual return | 16.04% | 39.99%-24.0pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $538 | $3,214-83.3% | $5,453-90.1% | $4,139-87.0% |
| Admin fee / account holder | $34 | $6,352-99.5% | $14,116-99.8% | $7,234-99.5% |