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 3-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 | $47,729 | $74,927-36.3% | $101,794-53.1% | $84,808-43.7% |
| Participation rate | 59.4% | 61.4%-2.0pp | 69.2%-9.8pp | 68.3%-8.9pp |
| Annual return | 239.64% | 18.70%+220.9pp | 30.53%+209.1pp | 40.90%+198.7pp |
| Employer contribution / active EE | $669 | $1,522-56.0% | $2,289-70.8% | $2,631-74.6% |
| Participant deferral / active EE | $1,186 | $3,099-61.7% | $4,084-71.0% | $4,212-71.8% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |