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 | $31,847 | $150,187-78.8% | $120,354-73.5% | $145,922-78.2% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | 10.90% | 154.07%-143.2pp | 107.15%-96.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,152 | $4,348-73.5% | $3,463-66.7% | $4,660-75.3% |
| Participant deferral / active EE | $1,152 | $6,173-81.3% | $4,991-76.9% | $6,688-82.8% |
| Admin fee / account holder | $141 | $12,207-98.8% | $9,423-98.5% | $13,397-99.0% |