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 | $29,377 | $70,756-58.5% | $65,493-55.1% | $142,382-79.4% |
| Participation rate | 18.8% | 77.4%-58.6pp | 73.1%-54.3pp | 80.1%-61.4pp |
| Annual return | 22.61% | 1754.89%-1732.3pp | 982.45%-959.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $242 | $2,881-91.6% | $2,574-90.6% | $4,299-94.4% |
| Participant deferral / active EE | $657 | $4,637-85.8% | $3,961-83.4% | $6,507-89.9% |
| Admin fee / account holder | $3 | $6,559-100.0% | $5,028-99.9% | $12,624-100.0% |