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 | $102,910 | $126,574-18.7% | $106,213-3.1% | $145,922-29.5% |
| Participation rate | 23.5% | 77.6%-54.1pp | 75.3%-51.8pp | 80.3%-56.7pp |
| Annual return | 11.96% | 224.79%-212.8pp | 116.14%-104.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $908 | $3,730-75.7% | $3,171-71.4% | $4,660-80.5% |
| Participant deferral / active EE | $1,514 | $5,724-73.5% | $5,016-69.8% | $6,688-77.4% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |