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 7-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 | $14,923 | $87,540-83.0% | $75,781-80.3% | $125,391-88.1% |
| Participation rate | 21.7% | 80.2%-58.4pp | 75.8%-54.1pp | 83.2%-61.5pp |
| Annual return | 10038.78% | 13.48%+10025.3pp | 9.68%+10029.1pp | 282.22%+9756.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $652 | $4,229-84.6% | $3,651-82.1% | $5,352-87.8% |
| Admin fee / account holder | $25 | $6,502-99.6% | $5,299-99.5% | $9,540-99.7% |