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 8-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 | $14,526 | $60,124-75.8% | $90,404-83.9% | $79,858-81.8% |
| Participation rate | 13.3% | 65.0%-51.6pp | 72.7%-59.3pp | 69.6%-56.3pp |
| Annual return | 15.87% | 71.94%-56.1pp | 1293.02%-1277.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $236 | $2,068-88.6% | $3,262-92.8% | $2,471-90.5% |
| Participant deferral / active EE | $251 | $2,938-91.5% | $3,963-93.7% | $3,740-93.3% |
| Admin fee / account holder | $77 | $3,976-98.1% | $5,611-98.6% | $5,306-98.6% |