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 3-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 | $17,144 | $48,795-64.9% | $65,493-73.8% | $84,808-79.8% |
| Participation rate | 27.3% | 67.0%-39.7pp | 73.1%-45.8pp | 68.3%-41.0pp |
| Annual return | 14.99% | 20.20%-5.2pp | 982.45%-967.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $471 | $2,928-83.9% | $3,961-88.1% | $4,212-88.8% |
| Admin fee / account holder | $32 | $3,877-99.2% | $5,028-99.4% | $7,344-99.6% |