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 5-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 | $22,980 | $177,572-87.1% | $154,803-85.2% | $142,382-83.9% |
| Participation rate | 8.3% | 82.1%-73.7pp | 78.1%-69.7pp | 80.1%-71.8pp |
| Annual return | 13.41% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $108 | $6,272-98.3% | $5,540-98.0% | $6,507-98.3% |
| Admin fee / account holder | $94 | $16,786-99.4% | $14,329-99.3% | $12,624-99.3% |