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 | $81,346 | $100,041-18.7% | $149,718-45.7% | $70,131+16.0% |
| Participation rate | 18.4% | 83.6%-65.2pp | 87.1%-68.6pp | 69.5%-51.1pp |
| Annual return | 14.39% | 27.43%-13.0pp | 1501.63%-1487.2pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,709 | $4,983-65.7% | $6,569-74.0% | $3,332-48.7% |
| Admin fee / account holder | $257 | $8,286-96.9% | $11,283-97.7% | $4,645-94.5% |