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 | $48,562 | $138,347-64.9% | $184,203-73.6% | $80,856-39.9% |
| Participation rate | 0.0% | 83.9%-83.9pp | 86.8%-86.8pp | 67.6%-67.6pp |
| Annual return | 28.07% | 20.02%+8.1pp | 28.81%-0.7pp | 35.59%-7.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $676 | $7,071-90.4% | $9,131-92.6% | $4,296-84.3% |
| Admin fee / account holder | $159 | $10,483-98.5% | $13,901-98.9% | $6,918-97.7% |