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 | $43,341 | $202,432-78.6% | $169,368-74.4% | $139,434-68.9% |
| Participation rate | 14.3% | 81.1%-66.8pp | 77.1%-62.9pp | 80.3%-66.0pp |
| Annual return | 18.18% | 531.74%-513.6pp | 405.60%-387.4pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,149 | $4,692-75.5% | $4,013-71.4% | $4,751-75.8% |
| Participant deferral / active EE | $1,155 | $6,938-83.3% | $6,221-81.4% | $6,710-82.8% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |