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 | $14,244 | $43,327-67.1% | $59,878-76.2% | $64,186-77.8% |
| Participation rate | 21.4% | 69.2%-47.7pp | 74.7%-53.3pp | 69.6%-48.1pp |
| Annual return | 100.26% | -1.55%+101.8pp | 3.46%+96.8pp | 7.63%+92.6pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $710 | $2,546-72.1% | $3,402-79.1% | $3,470-79.5% |
| Admin fee / account holder | $288 | $3,005-90.4% | $3,590-92.0% | $4,888-94.1% |