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 | $32,553 | $109,817-70.4% | $98,442-66.9% | $167,490-80.6% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 12.34% | 1956.69%-1944.4pp | 1492.73%-1480.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $206 | $3,224-93.6% | $2,960-93.0% | $4,837-95.7% |
| Participant deferral / active EE | $825 | $4,673-82.3% | $4,276-80.7% | $6,341-87.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |