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 | $76,622 | $88,751-13.7% | $81,812-6.3% | $145,922-47.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 28.50% | 1025.40%-996.9pp | 773.79%-745.3pp | 561.29%-532.8pp |
| Employer contribution / active EE | $2,858 | $3,083-7.3% | $2,912-1.9% | $4,660-38.7% |
| Participant deferral / active EE | $212 | $4,643-95.4% | $4,319-95.1% | $6,688-96.8% |
| Admin fee / account holder | $8 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |