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 | $48,850 | $189,613-74.2% | $167,512-70.8% | $142,382-65.7% |
| Participation rate | 35.7% | 80.1%-44.4pp | 77.1%-41.3pp | 80.1%-44.4pp |
| Annual return | 17.86% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $790 | $4,349-81.8% | $3,882-79.7% | $4,299-81.6% |
| Participant deferral / active EE | $790 | $6,981-88.7% | $6,405-87.7% | $6,507-87.9% |
| Admin fee / account holder | $207 | $10,528-98.0% | $9,769-97.9% | $12,624-98.4% |