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 | $36,744 | $99,919-63.2% | - | $158,922-76.9% |
| Participation rate | 30.8% | 71.6%-40.8pp | - | 82.0%-51.2pp |
| Annual return | 20.18% | 35.31%-15.1pp | - | 302.83%-282.6pp |
| Employer contribution / active EE | $408 | $3,686-88.9% | - | $4,761-91.4% |
| Participant deferral / active EE | $802 | $4,771-83.2% | - | $5,982-86.6% |
| Admin fee / account holder | $216 | $2,820-92.3% | - | $11,246-98.1% |