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 | $69,792 | $108,912-35.9% | $100,383-30.5% | $145,959-52.2% |
| Participation rate | 46.2% | 83.0%-36.8pp | 81.5%-35.3pp | 80.3%-34.1pp |
| Annual return | 12.01% | 57.96%-46.0pp | 49.26%-37.3pp | 561.95%-549.9pp |
| Employer contribution / active EE | $371 | $4,423-91.6% | $3,944-90.6% | $4,661-92.0% |
| Participant deferral / active EE | $578 | $8,451-93.2% | $8,086-92.9% | $6,689-91.4% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |