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 10-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 | $59,693 | $176,056-66.1% | $159,436-62.6% | $167,490-64.4% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 13.01% | 331.75%-318.7pp | 263.57%-250.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $955 | $5,297-82.0% | $4,829-80.2% | $4,837-80.3% |
| Participant deferral / active EE | $2,348 | $7,750-69.7% | $7,352-68.1% | $6,341-63.0% |
| Admin fee / account holder | $13 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |