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 3-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 | $41,042 | $100,773-59.3% | $88,946-53.9% | $142,382-71.2% |
| Participation rate | 11.1% | 74.3%-63.2pp | 68.8%-57.7pp | 80.1%-69.0pp |
| Annual return | 26.25% | 70.18%-43.9pp | 57.82%-31.6pp | 217.08%-190.8pp |
| Employer contribution / active EE | $523 | $2,918-82.1% | $2,555-79.5% | $4,299-87.8% |
| Participant deferral / active EE | $723 | $5,230-86.2% | $4,581-84.2% | $6,507-88.9% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |