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 | $39,337 | $201,272-80.5% | $184,203-78.6% | $145,922-73.0% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 16.94% | 29.00%-12.1pp | 28.81%-11.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,746 | $7,022-60.9% | $6,427-57.3% | $4,660-41.1% |
| Participant deferral / active EE | $2,746 | $9,806-72.0% | $9,131-69.9% | $6,688-58.9% |
| Admin fee / account holder | $48 | $16,364-99.7% | $13,901-99.7% | $13,397-99.6% |