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 5-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 | $41,384 | $152,587-72.9% | $125,175-66.9% | $152,861-72.9% |
| Participation rate | 58.8% | 83.3%-24.5pp | 79.8%-21.0pp | 82.4%-23.6pp |
| Annual return | 22.36% | 54.84%-32.5pp | 43.79%-21.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,661 | $5,868-71.7% | $4,937-66.4% | $5,850-71.6% |
| Admin fee / account holder | $55 | $13,434-99.6% | $9,702-99.4% | $11,596-99.5% |