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 | $17,462 | $90,348-80.7% | $75,972-77.0% | $145,922-88.0% |
| Participation rate | 23.1% | 74.5%-51.4pp | 69.1%-46.0pp | 80.3%-57.2pp |
| Annual return | 11.48% | 620.88%-609.4pp | 359.55%-348.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $642 | $5,162-87.6% | $4,255-84.9% | $6,688-90.4% |
| Admin fee / account holder | $25 | $8,467-99.7% | $6,467-99.6% | $13,397-99.8% |