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 | $35,404 | $180,749-80.4% | $160,784-78.0% | $137,256-74.2% |
| Participation rate | 23.8% | 80.0%-56.2pp | 77.0%-53.1pp | 80.0%-56.2pp |
| Annual return | 13.72% | 2234.46%-2220.7pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $521 | $4,155-87.5% | $3,733-86.0% | $4,156-87.5% |
| Participant deferral / active EE | $888 | $6,844-87.0% | $6,293-85.9% | $6,407-86.1% |
| Admin fee / account holder | $1 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |