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 9-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 | $32,146 | $58,851-45.4% | $115,157-72.1% | $72,985-56.0% |
| Participation rate | 21.3% | 65.5%-44.2pp | 75.9%-54.6pp | 69.5%-48.2pp |
| Annual return | 18.19% | 23.16%-5.0pp | 35.60%-17.4pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $698 | $2,643-73.6% | $4,168-83.3% | $3,607-80.7% |
| Admin fee / account holder | $43 | $6,370-99.3% | $7,088-99.4% | $5,124-99.2% |