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 | $23,758 | $133,922-82.3% | $116,228-79.6% | $142,382-83.3% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.6%-10.9pp | 80.1%-16.5pp |
| Annual return | 14.51% | 147.76%-133.3pp | 90.06%-75.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $841 | $3,446-75.6% | $2,994-71.9% | $4,299-80.4% |
| Participant deferral / active EE | $1,469 | $5,672-74.1% | $4,953-70.3% | $6,507-77.4% |
| Admin fee / account holder | $38 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |