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 | $35,404 | $189,613-81.3% | $167,512-78.9% | $142,382-75.1% |
| Participation rate | 23.8% | 80.1%-56.3pp | 77.1%-53.2pp | 80.1%-56.3pp |
| Annual return | 13.72% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $521 | $4,349-88.0% | $3,882-86.6% | $4,299-87.9% |
| Participant deferral / active EE | $888 | $6,981-87.3% | $6,405-86.1% | $6,507-86.4% |
| Admin fee / account holder | $1 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |