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 | $37,094 | $56,199-34.0% | $67,652-45.2% | $59,632-37.8% |
| Participation rate | 14.6% | 71.5%-56.8pp | 75.7%-61.0pp | 68.7%-54.0pp |
| Annual return | 16.12% | 18505.31%-18489.2pp | 6625.04%-6608.9pp | 2041.28%-2025.2pp |
| Employer contribution / active EE | $374 | $1,614-76.8% | $2,266-83.5% | $2,203-83.0% |
| Participant deferral / active EE | $614 | $2,844-78.4% | $3,560-82.7% | $3,192-80.7% |
| Admin fee / account holder | $63 | $3,958-98.4% | $4,821-98.7% | $4,297-98.5% |