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 | $52,631 | $99,985-47.4% | $146,665-64.1% | $85,850-38.7% |
| Participation rate | 37.5% | 73.1%-35.6pp | 80.1%-42.6pp | 69.3%-31.8pp |
| Annual return | 19.40% | 18.93%+0.5pp | 22.74%-3.3pp | 318.53%-299.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,106 | $4,006-72.4% | $5,506-79.9% | $3,952-72.0% |
| Admin fee / account holder | $32 | $7,702-99.6% | $10,280-99.7% | $6,260-99.5% |