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 | $35,127 | $99,985-64.9% | $146,665-76.0% | $85,850-59.1% |
| Participation rate | 30.8% | 73.1%-42.3pp | 80.1%-49.3pp | 69.3%-38.5pp |
| Annual return | 22.19% | 18.93%+3.3pp | 22.74%-0.6pp | 318.53%-296.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,422 | $4,006-64.5% | $5,506-74.2% | $3,952-64.0% |
| Admin fee / account holder | $19 | $7,702-99.7% | $10,280-99.8% | $6,260-99.7% |