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 7-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 | $19,919 | $159,602-87.5% | $150,045-86.7% | $142,382-86.0% |
| Participation rate | 43.8% | 84.0%-40.2pp | 82.3%-38.6pp | 80.1%-36.4pp |
| Annual return | 16.63% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,609 | $8,310-80.6% | $7,997-79.9% | $6,507-75.3% |
| Admin fee / account holder | $181 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |