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 | $29,275 | $72,396-59.6% | $67,511-56.6% | $145,959-79.9% |
| Participation rate | 23.1% | 76.9%-53.8pp | 72.9%-49.8pp | 80.3%-57.2pp |
| Annual return | 13.19% | 7194.07%-7180.9pp | 3517.41%-3504.2pp | 561.95%-548.8pp |
| Employer contribution / active EE | $429 | $3,071-86.0% | $2,733-84.3% | $4,661-90.8% |
| Participant deferral / active EE | $662 | $4,781-86.1% | $4,000-83.4% | $6,689-90.1% |
| Admin fee / account holder | $225 | $5,538-95.9% | $3,999-94.4% | $13,398-98.3% |