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 | $25,579 | $56,060-54.4% | $76,002-66.3% | $80,874-68.4% |
| Participation rate | 20.7% | 62.0%-41.3pp | 69.1%-48.4pp | 67.6%-47.0pp |
| Annual return | 18.19% | 20.54%-2.4pp | 360.07%-341.9pp | 35.62%-17.4pp |
| Employer contribution / active EE | $530 | $1,873-71.7% | $2,688-80.3% | $2,756-80.8% |
| Participant deferral / active EE | $731 | $3,051-76.0% | $4,257-82.8% | $4,297-83.0% |
| Admin fee / account holder | $0 | $5,237-100.0% | $6,414-100.0% | $6,935-100.0% |