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 10-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 | $70,685 | $98,750-28.4% | $149,696-52.8% | $79,858-11.5% |
| Participation rate | 4.3% | 75.8%-71.5pp | 82.5%-78.2pp | 69.6%-65.3pp |
| Annual return | 13.16% | 27.43%-14.3pp | 276.60%-263.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $60 | $5,680-98.9% | $6,842-99.1% | $3,740-98.4% |
| Admin fee / account holder | $13 | $6,053-99.8% | $9,309-99.9% | $5,306-99.8% |