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 | $63,298 | $150,440-57.9% | $136,294-53.6% | $147,584-57.1% |
| Participation rate | 31.6% | 84.4%-52.8pp | 81.9%-50.3pp | 82.8%-51.2pp |
| Annual return | 17.53% | 1049.08%-1031.6pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,140 | $5,256-78.3% | $4,695-75.7% | $4,876-76.6% |
| Participant deferral / active EE | $1,954 | $6,630-70.5% | $6,247-68.7% | $5,439-64.1% |
| Admin fee / account holder | $78 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |