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 6-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 | $44,239 | $51,576-14.2% | $129,207-65.8% | $80,856-45.3% |
| Participation rate | 7.7% | 57.0%-49.3pp | 69.6%-61.9pp | 67.6%-59.9pp |
| Annual return | 129.84% | 20.81%+109.0pp | 9417.33%-9287.5pp | 35.59%+94.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $371 | $2,669-86.1% | $4,168-91.1% | $4,296-91.4% |
| Admin fee / account holder | $122 | $4,305-97.2% | $7,715-98.4% | $6,918-98.2% |