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 8-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 | $15,042 | $109,327-86.2% | $89,391-83.2% | $158,922-90.5% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | 19.24% | 345.68%-326.4pp | 245.62%-226.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $514 | $3,170-83.8% | $2,586-80.1% | $4,761-89.2% |
| Participant deferral / active EE | $643 | $4,598-86.0% | $3,890-83.5% | $5,982-89.2% |
| Admin fee / account holder | $55 | $6,153-99.1% | $4,881-98.9% | $11,246-99.5% |