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 | $14,301 | $95,416-85.0% | $185,823-92.3% | $85,850-83.3% |
| Participation rate | 17.5% | 68.8%-51.3pp | 81.7%-64.2pp | 69.3%-51.8pp |
| Annual return | 14.60% | 23.59%-9.0pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $943 | $3,423-72.5% | $5,568-83.1% | $3,952-76.1% |
| Admin fee / account holder | $19 | $7,213-99.7% | $16,237-99.9% | $6,260-99.7% |