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 | $7,578 | $60,022-87.4% | $88,946-91.5% | $84,808-91.1% |
| Participation rate | 40.5% | 57.8%-17.4pp | 68.8%-28.4pp | 68.3%-27.8pp |
| Annual return | 16.96% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $785 | $3,114-74.8% | $4,581-82.9% | $4,212-81.4% |
| Admin fee / account holder | $105 | $4,811-97.8% | $8,261-98.7% | $7,344-98.6% |