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 | $15,885 | $76,738-79.3% | $56,411-71.8% | $145,922-89.1% |
| Participation rate | 11.8% | 63.2%-51.5pp | 52.5%-40.7pp | 80.3%-68.5pp |
| Annual return | 10.28% | 2994.23%-2983.9pp | 1701.33%-1691.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $63 | $1,380-95.5% | $1,039-94.0% | $4,660-98.7% |
| Participant deferral / active EE | $109 | $2,623-95.9% | $1,952-94.4% | $6,688-98.4% |
| Admin fee / account holder | $243 | $3,334-92.7% | $2,829-91.4% | $13,397-98.2% |