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 | $32,938 | $133,922-75.4% | $116,228-71.7% | $142,382-76.9% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.6%-37.1pp | 80.1%-42.6pp |
| Annual return | 23.56% | 147.76%-124.2pp | 90.06%-66.5pp | 217.08%-193.5pp |
| Employer contribution / active EE | $962 | $3,446-72.1% | $2,994-67.9% | $4,299-77.6% |
| Participant deferral / active EE | $1,475 | $5,672-74.0% | $4,953-70.2% | $6,507-77.3% |
| Admin fee / account holder | $119 | $14,945-99.2% | $11,989-99.0% | $12,624-99.1% |