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 10-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 | $54,750 | $175,202-68.8% | $149,673-63.4% | $139,434-60.7% |
| Participation rate | 61.9% | 83.4%-21.5pp | 78.8%-16.9pp | 80.3%-18.4pp |
| Annual return | 18.60% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $586 | $6,519-91.0% | $5,680-89.7% | $6,710-91.3% |
| Admin fee / account holder | $167 | $16,150-99.0% | $13,210-98.7% | $11,403-98.5% |