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 | $133,286 | $180,449-26.1% | $154,107-13.5% | $135,375-1.5% |
| Participation rate | 7.1% | 87.4%-80.3pp | 83.0%-75.9pp | 82.6%-75.5pp |
| Annual return | 1.14% | 888.09%-887.0pp | 735.12%-734.0pp | 519.73%-518.6pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,060 | $5,806-81.7% | $5,081-79.1% | $5,609-81.1% |
| Admin fee / account holder | $20 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |