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 | $12,798 | $114,381-88.8% | $107,525-88.1% | $142,382-91.0% |
| Participation rate | 6.3% | 78.1%-71.9pp | 75.1%-68.8pp | 80.1%-73.9pp |
| Annual return | 16.64% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $163 | $5,564-97.1% | $5,116-96.8% | $6,507-97.5% |
| Admin fee / account holder | $48 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |