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 | $40,831 | $27,839+46.7% | $58,482-30.2% | $71,457-42.9% |
| Participation rate | 0.9% | 34.5%-33.7pp | 50.9%-50.0pp | 67.9%-67.0pp |
| Annual return | 27.72% | 26.81%+0.9pp | 4239.32%-4211.6pp | 28.85%-1.1pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $138 | $1,206-88.5% | $1,924-92.8% | $4,289-96.8% |
| Admin fee / account holder | $134 | $1,641-91.8% | $2,516-94.7% | $1,587-91.6% |