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 | $21,637 | $175,202-87.7% | $149,673-85.5% | $139,434-84.5% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 21.77% | 166.71%-144.9pp | 134.42%-112.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,187 | $5,474-78.3% | $4,818-75.4% | $4,751-75.0% |
| Participant deferral / active EE | $1,192 | $6,519-81.7% | $5,680-79.0% | $6,710-82.2% |
| Admin fee / account holder | $80 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |