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 8-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 | $58,178 | $77,813-25.2% | $123,544-52.9% | $64,186-9.4% |
| Participation rate | 11.7% | 74.7%-63.0pp | 82.3%-70.6pp | 69.6%-57.9pp |
| Annual return | 56.71% | 12.48%+44.2pp | 119.20%-62.5pp | 7.63%+49.1pp |
| Employer contribution / active EE | $563 | $3,014-81.3% | $4,628-87.8% | $2,381-76.3% |
| Participant deferral / active EE | $1,002 | $5,240-80.9% | $6,426-84.4% | $3,470-71.1% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |