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 6-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 | $15,047 | $60,892-75.3% | $82,389-81.7% | $84,808-82.3% |
| Participation rate | 10.8% | 63.3%-52.5pp | 69.5%-58.7pp | 68.3%-57.5pp |
| Annual return | 20.95% | 37.29%-16.3pp | 28.67%-7.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $290 | $3,179-90.9% | $4,155-93.0% | $4,212-93.1% |
| Admin fee / account holder | $67 | $5,467-98.8% | $7,231-99.1% | $7,344-99.1% |