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 9-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 | $12,269 | $81,632-85.0% | $70,449-82.6% | $158,922-92.3% |
| Participation rate | 38.5% | 77.7%-39.3pp | 75.1%-36.6pp | 82.0%-43.5pp |
| Annual return | 20.48% | 208.40%-187.9pp | 109.03%-88.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $508 | $3,217-84.2% | $2,737-81.4% | $4,761-89.3% |
| Participant deferral / active EE | $764 | $4,554-83.2% | $3,709-79.4% | $5,982-87.2% |
| Admin fee / account holder | $62 | $6,193-99.0% | $3,845-98.4% | $11,246-99.4% |