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 4-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 | $23,931 | $74,888-68.0% | $71,209-66.4% | $142,382-83.2% |
| Participation rate | 7.1% | 76.2%-69.1pp | 73.8%-66.6pp | 80.1%-73.0pp |
| Annual return | 16.47% | 345.14%-328.7pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $285 | $4,454-93.6% | $4,175-93.2% | $6,507-95.6% |
| Admin fee / account holder | $90 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |