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 | $54,629 | $124,425-56.1% | $112,040-51.2% | $137,256-60.2% |
| Participation rate | 14.3% | 79.3%-65.0pp | 76.5%-62.2pp | 80.0%-65.7pp |
| Annual return | 16.10% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $857 | $5,718-85.0% | $5,098-83.2% | $6,407-86.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |