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 | $116,148 | $99,020+17.3% | $86,590+34.1% | $147,584-21.3% |
| Participation rate | 11.1% | 76.3%-65.2pp | 73.5%-62.4pp | 82.8%-71.7pp |
| Annual return | 29.32% | 1312.34%-1283.0pp | 964.84%-935.5pp | 578.55%-549.2pp |
| Employer contribution / active EE | $1,160 | $3,132-62.9% | $2,839-59.1% | $4,876-76.2% |
| Participant deferral / active EE | $69 | $3,972-98.3% | $3,609-98.1% | $5,439-98.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |