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 7-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 | $106,775 | $150,440-29.0% | $136,294-21.7% | $147,584-27.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 1205.92% | 1049.08%+156.8pp | 5155.94%-3950.0pp | 578.55%+627.4pp |
| Employer contribution / active EE | $1,330 | $5,256-74.7% | $4,695-71.7% | $4,876-72.7% |
| Participant deferral / active EE | $1,995 | $6,630-69.9% | $6,247-68.1% | $5,439-63.3% |
| Admin fee / account holder | $125 | $10,905-98.9% | $9,243-98.6% | $10,885-98.9% |