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 | $22,873 | $99,079-76.9% | $77,999-70.7% | $273,961-91.7% |
| Participation rate | 31.8% | 78.6%-46.7pp | 75.5%-43.7pp | 83.0%-51.2pp |
| Annual return | 11.57% | 217.93%-206.4pp | 425.96%-414.4pp | 41.45%-29.9pp |
| Employer contribution / active EE | $424 | $3,308-87.2% | $2,470-82.8% | $4,869-91.3% |
| Participant deferral / active EE | $879 | $4,306-79.6% | $3,497-74.9% | $5,287-83.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |