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 | $110,730 | $77,314+43.2% | $177,989-37.8% | $80,856+36.9% |
| Participation rate | 11.5% | 65.7%-54.2pp | 77.1%-65.5pp | 67.6%-56.1pp |
| Annual return | 19.83% | 18.09%+1.7pp | 294.48%-274.7pp | 35.59%-15.8pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,258 | $4,411-71.5% | $6,276-80.0% | $4,296-70.7% |
| Admin fee / account holder | $5 | $7,191-99.9% | $10,363-100.0% | $6,918-99.9% |