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 | $70,082 | $150,440-53.4% | $136,294-48.6% | $147,584-52.5% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 23.71% | 1049.08%-1025.4pp | 5155.94%-5132.2pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,680 | $5,256-68.0% | $4,695-64.2% | $4,876-65.5% |
| Participant deferral / active EE | $1,924 | $6,630-71.0% | $6,247-69.2% | $5,439-64.6% |
| Admin fee / account holder | $207 | $10,905-98.1% | $9,243-97.8% | $10,885-98.1% |