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 | $26,232 | $105,998-75.3% | $92,233-71.6% | $147,584-82.2% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 26.61% | 50.05%-23.4pp | 176.28%-149.7pp | 578.55%-551.9pp |
| Employer contribution / active EE | $947 | $4,333-78.1% | $3,679-74.3% | $4,876-80.6% |
| Participant deferral / active EE | $1,025 | $4,478-77.1% | $3,897-73.7% | $5,439-81.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |