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 9-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 | $48,850 | $180,749-73.0% | $160,784-69.6% | $137,256-64.4% |
| Participation rate | 35.7% | 80.0%-44.3pp | 77.0%-41.2pp | 80.0%-44.2pp |
| Annual return | 17.86% | 2234.46%-2216.6pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $790 | $4,155-81.0% | $3,733-78.8% | $4,156-81.0% |
| Participant deferral / active EE | $790 | $6,844-88.5% | $6,293-87.4% | $6,407-87.7% |
| Admin fee / account holder | $207 | $10,397-98.0% | $9,717-97.9% | $12,270-98.3% |