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 | $17,144 | $107,334-84.0% | $92,893-81.5% | $152,861-88.8% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.0%-47.4pp | 82.4%-53.9pp |
| Annual return | 26.38% | 145.58%-119.2pp | 109.41%-83.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $756 | $4,221-82.1% | $3,653-79.3% | $4,762-84.1% |
| Participant deferral / active EE | $1,079 | $4,845-77.7% | $4,236-74.5% | $5,850-81.6% |
| Admin fee / account holder | $235 | $7,079-96.7% | $5,794-95.9% | $11,596-98.0% |