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 | $17,492 | $202,432-91.4% | $169,368-89.7% | $139,434-87.5% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 17.90% | 531.74%-513.8pp | 405.60%-387.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $842 | $4,692-82.1% | $4,013-79.0% | $4,751-82.3% |
| Participant deferral / active EE | $760 | $6,938-89.1% | $6,221-87.8% | $6,710-88.7% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |