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 | $12,254 | $123,909-90.1% | $69,647-82.4% | $145,922-91.6% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.5%-33.1pp | 80.3%-46.9pp |
| Annual return | 11.40% | 190.55%-179.1pp | 100.48%-89.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $266 | $2,682-90.1% | $1,712-84.5% | $4,660-94.3% |
| Participant deferral / active EE | $266 | $4,236-93.7% | $2,886-90.8% | $6,688-96.0% |
| Admin fee / account holder | $50 | $7,863-99.4% | $4,713-98.9% | $13,397-99.6% |