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 5-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 | $54,021 | $150,440-64.1% | $136,294-60.4% | $147,584-63.4% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 17.74% | 1049.08%-1031.3pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $893 | $5,256-83.0% | $4,695-81.0% | $4,876-81.7% |
| Participant deferral / active EE | $2,002 | $6,630-69.8% | $6,247-68.0% | $5,439-63.2% |
| Admin fee / account holder | $244 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |