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 | $13,679 | $109,327-87.5% | $89,391-84.7% | $158,922-91.4% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.0%-26.3pp | 82.0%-40.3pp |
| Annual return | 15.09% | 345.68%-330.6pp | 245.62%-230.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $619 | $3,170-80.5% | $2,586-76.1% | $4,761-87.0% |
| Participant deferral / active EE | $807 | $4,598-82.4% | $3,890-79.2% | $5,982-86.5% |
| Admin fee / account holder | $38 | $6,153-99.4% | $4,881-99.2% | $11,246-99.7% |