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 | $45,074 | $111,724-59.7% | $93,606-51.8% | $145,922-69.1% |
| Participation rate | 19.0% | 74.2%-55.2pp | 68.7%-49.7pp | 80.3%-61.2pp |
| Annual return | 9.34% | 202.98%-193.6pp | 133.20%-123.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $782 | $4,912-84.1% | $4,411-82.3% | $6,688-88.3% |
| Admin fee / account holder | $75 | $10,250-99.3% | $8,285-99.1% | $13,397-99.4% |