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 10-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 | $21,182 | $53,127-60.1% | $86,590-75.5% | $70,131-69.8% |
| Participation rate | 31.3% | 65.3%-34.1pp | 73.5%-42.3pp | 69.5%-38.3pp |
| Annual return | 17.13% | 27.66%-10.5pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $677 | $2,696-74.9% | $3,609-81.2% | $3,332-79.7% |
| Admin fee / account holder | $106 | $3,585-97.0% | $4,906-97.8% | $4,645-97.7% |