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 | $11,522 | $172,111-93.3% | $150,298-92.3% | $137,256-91.6% |
| Participation rate | 23.1% | 81.7%-58.6pp | 77.8%-54.7pp | 80.0%-56.9pp |
| Annual return | 19.82% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $853 | $6,166-86.2% | $5,453-84.4% | $6,407-86.7% |
| Admin fee / account holder | $39 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |