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 | $22,969 | $226,064-89.8% | $182,532-87.4% | $152,861-85.0% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.4%-57.4pp |
| Annual return | 25.91% | 192.51%-166.6pp | 148.54%-122.6pp | 345.32%-319.4pp |
| Employer contribution / active EE | $713 | $4,978-85.7% | $4,076-82.5% | $4,762-85.0% |
| Participant deferral / active EE | $713 | $6,368-88.8% | $5,524-87.1% | $5,850-87.8% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |