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 | $52,734 | $190,805-72.4% | $159,960-67.0% | $134,475-60.8% |
| Participation rate | 18.8% | 81.9%-63.2pp | 78.0%-59.2pp | 81.2%-62.5pp |
| Annual return | 34.22% | 552.23%-518.0pp | 408.60%-374.4pp | 417.96%-383.7pp |
| Employer contribution / active EE | $1,188 | $4,995-76.2% | $4,226-71.9% | $4,740-74.9% |
| Participant deferral / active EE | $1,297 | $6,923-81.3% | $6,182-79.0% | $6,400-79.7% |
| Admin fee / account holder | $117 | $10,471-98.9% | $8,698-98.7% | $11,426-99.0% |