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 10-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 | $42,285 | $81,632-48.2% | $70,449-40.0% | $158,922-73.4% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 13.66% | 208.40%-194.7pp | 109.03%-95.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $444 | $3,217-86.2% | $2,737-83.8% | $4,761-90.7% |
| Participant deferral / active EE | $444 | $4,554-90.2% | $3,709-88.0% | $5,982-92.6% |
| Admin fee / account holder | $229 | $6,193-96.3% | $3,845-94.0% | $11,246-98.0% |