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 | $17,868 | $96,305-81.4% | $80,569-77.8% | $139,434-87.2% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 16.94% | 1350.08%-1333.1pp | 935.43%-918.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $751 | $3,262-77.0% | $2,723-72.4% | $4,751-84.2% |
| Participant deferral / active EE | $827 | $5,232-84.2% | $4,447-81.4% | $6,710-87.7% |
| Admin fee / account holder | $90 | $6,599-98.6% | $5,377-98.3% | $11,403-99.2% |