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 7-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 | $31,812 | $210,648-84.9% | $177,989-82.1% | $145,922-78.2% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-46.9pp |
| Annual return | 10.79% | 385.86%-375.1pp | 294.48%-283.7pp | 561.29%-550.5pp |
| Employer contribution / active EE | $806 | $4,565-82.4% | $3,949-79.6% | $4,660-82.7% |
| Participant deferral / active EE | $954 | $6,958-86.3% | $6,276-84.8% | $6,688-85.7% |
| Admin fee / account holder | $127 | $12,013-98.9% | $10,363-98.8% | $13,397-99.1% |