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 | $27,226 | $202,432-86.6% | $169,368-83.9% | $139,434-80.5% |
| Participation rate | 26.1% | 81.1%-55.0pp | 77.1%-51.1pp | 80.3%-54.2pp |
| Annual return | 13.90% | 531.74%-517.8pp | 405.60%-391.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $673 | $6,938-90.3% | $6,221-89.2% | $6,710-90.0% |
| Admin fee / account holder | $136 | $10,708-98.7% | $9,003-98.5% | $11,403-98.8% |