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 | $18,731 | $48,570-61.4% | $130,648-85.7% | $72,985-74.3% |
| Participation rate | 19.6% | 58.6%-39.0pp | 71.7%-52.1pp | 69.5%-49.9pp |
| Annual return | 18.45% | 38.63%-20.2pp | 1708.96%-1690.5pp | 81.00%-62.6pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $297 | $2,384-87.5% | $3,603-91.7% | $3,607-91.8% |
| Admin fee / account holder | $116 | $3,549-96.7% | $5,464-97.9% | $5,124-97.7% |