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 6-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 | $24,442 | $176,056-86.1% | $159,436-84.7% | $167,490-85.4% |
| Participation rate | 20.0% | 84.9%-64.9pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 24.65% | 331.75%-307.1pp | 263.57%-238.9pp | 478.56%-453.9pp |
| Employer contribution / active EE | $1,005 | $5,297-81.0% | $4,829-79.2% | $4,837-79.2% |
| Participant deferral / active EE | $1,646 | $7,750-78.8% | $7,352-77.6% | $6,341-74.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |