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 7-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 | $26,255 | $77,899-66.3% | $149,673-82.5% | $75,163-65.1% |
| Participation rate | 31.3% | 65.6%-34.3pp | 78.8%-47.5pp | 67.2%-35.9pp |
| Annual return | 19.48% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $499 | $3,137-84.1% | $4,818-89.6% | $2,670-81.3% |
| Participant deferral / active EE | $710 | $3,411-79.2% | $5,680-87.5% | $4,125-82.8% |
| Admin fee / account holder | $257 | $5,956-95.7% | $13,210-98.1% | $5,651-95.4% |