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 7-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 | $53,445 | $84,696-36.9% | $75,696-29.4% | $167,490-68.1% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.8%-9.6pp | 82.1%-16.9pp |
| Annual return | 10.40% | 199.36%-189.0pp | 104.53%-94.1pp | 478.56%-468.2pp |
| Employer contribution / active EE | $732 | $3,230-77.3% | $2,743-73.3% | $4,837-84.9% |
| Participant deferral / active EE | $768 | $4,580-83.2% | $3,821-79.9% | $6,341-87.9% |
| Admin fee / account holder | $159 | $5,355-97.0% | $3,619-95.6% | $12,309-98.7% |