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 | $34,165 | $81,248-57.9% | $155,509-78.0% | $80,856-57.7% |
| Participation rate | 3.2% | 66.2%-63.0pp | 78.2%-75.0pp | 67.6%-64.4pp |
| Annual return | 14.68% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $513 | $3,452-85.1% | $5,626-90.9% | $4,296-88.1% |
| Admin fee / account holder | $113 | $7,997-98.6% | $15,912-99.3% | $6,918-98.4% |