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 | $11,512 | $96,305-88.0% | $80,569-85.7% | $139,434-91.7% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 11.94% | 1350.08%-1338.1pp | 935.43%-923.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $444 | $5,232-91.5% | $4,447-90.0% | $6,710-93.4% |
| Admin fee / account holder | $242 | $6,599-96.3% | $5,377-95.5% | $11,403-97.9% |