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 7-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 | $32,581 | $91,190-64.3% | $178,490-81.7% | $79,858-59.2% |
| Participation rate | 11.4% | 69.2%-57.8pp | 81.9%-70.6pp | 69.6%-58.3pp |
| Annual return | 15.46% | 24.19%-8.7pp | 151.07%-135.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $488 | $3,236-84.9% | $5,202-90.6% | $3,740-87.0% |
| Admin fee / account holder | $42 | $6,751-99.4% | $13,984-99.7% | $5,306-99.2% |