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 | $40,402 | $78,705-48.7% | $117,854-65.7% | $70,131-42.4% |
| Participation rate | 42.9% | 73.2%-30.3pp | 79.7%-36.8pp | 69.5%-26.7pp |
| Annual return | 17.38% | 23.30%-5.9pp | 335.08%-317.7pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,119 | $3,297-66.1% | $4,482-75.0% | $3,332-66.4% |
| Admin fee / account holder | $172 | $5,065-96.6% | $8,020-97.9% | $4,645-96.3% |