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 | $21,008 | $58,208-63.9% | $81,812-74.3% | $80,856-74.0% |
| Participation rate | 17.1% | 63.4%-46.3pp | 72.3%-55.2pp | 67.6%-50.5pp |
| Annual return | 12.02% | 41.66%-29.6pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $299 | $2,340-87.2% | $2,912-89.7% | $2,755-89.1% |
| Participant deferral / active EE | $485 | $3,281-85.2% | $4,319-88.8% | $4,296-88.7% |
| Admin fee / account holder | $202 | $4,981-95.9% | $7,386-97.3% | $6,918-97.1% |