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 6-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 | $19,124 | $48,795-60.8% | $65,493-70.8% | $84,808-77.5% |
| Participation rate | 7.7% | 67.0%-59.3pp | 73.1%-65.4pp | 68.3%-60.6pp |
| Annual return | 21.59% | 20.20%+1.4pp | 982.45%-960.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $198 | $2,928-93.3% | $3,961-95.0% | $4,212-95.3% |
| Admin fee / account holder | $75 | $3,877-98.1% | $5,028-98.5% | $7,344-99.0% |