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 | $69,744 | $71,829-2.9% | $69,780-0.1% | $142,382-51.0% |
| Participation rate | 9.5% | 81.6%-72.0pp | 79.3%-69.8pp | 80.1%-70.6pp |
| Annual return | 16.67% | 31.01%-14.3pp | 26.31%-9.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $78 | $4,385-98.2% | $4,168-98.1% | $4,299-98.2% |
| Participant deferral / active EE | $78 | $6,819-98.9% | $6,164-98.7% | $6,507-98.8% |
| Admin fee / account holder | $0 | $7,818-100.0% | $7,285-100.0% | $12,624-100.0% |