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 9-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 | $19,141 | $189,613-89.9% | $167,512-88.6% | $142,382-86.6% |
| Participation rate | 47.1% | 80.1%-33.1pp | 77.1%-30.0pp | 80.1%-33.1pp |
| Annual return | 16.24% | 2024.68%-2008.4pp | 1615.79%-1599.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $487 | $6,981-93.0% | $6,405-92.4% | $6,507-92.5% |
| Admin fee / account holder | $21 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |