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 | $19,240 | $104,974-81.7% | $95,585-79.9% | $142,382-86.5% |
| Participation rate | 22.2% | 75.0%-52.7pp | 72.1%-49.9pp | 80.1%-57.9pp |
| Annual return | 17.79% | 210.33%-192.5pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $287 | $2,779-89.7% | $2,527-88.6% | $4,299-93.3% |
| Participant deferral / active EE | $289 | $4,352-93.3% | $4,023-92.8% | $6,507-95.6% |
| Admin fee / account holder | $88 | $6,386-98.6% | $6,127-98.6% | $12,624-99.3% |