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 | $68,871 | $108,919-36.8% | $100,391-31.4% | $145,922-52.8% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 12.03% | 57.88%-45.9pp | 49.20%-37.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,183 | $8,445-86.0% | $8,082-85.4% | $6,688-82.3% |
| Admin fee / account holder | $253 | $9,689-97.4% | $7,899-96.8% | $13,397-98.1% |