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 | $39,903 | $150,440-73.5% | $136,294-70.7% | $147,584-73.0% |
| Participation rate | 30.8% | 84.4%-53.7pp | 81.9%-51.2pp | 82.8%-52.1pp |
| Annual return | 24.71% | 1049.08%-1024.4pp | 5155.94%-5131.2pp | 578.55%-553.8pp |
| Employer contribution / active EE | $1,474 | $5,256-72.0% | $4,695-68.6% | $4,876-69.8% |
| Participant deferral / active EE | $1,763 | $6,630-73.4% | $6,247-71.8% | $5,439-67.6% |
| Admin fee / account holder | $140 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |