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 | $26,219 | $111,814-76.6% | $93,654-72.0% | $145,959-82.0% |
| Participation rate | 10.5% | 74.2%-63.7pp | 68.7%-58.2pp | 80.3%-69.8pp |
| Annual return | 28.15% | 203.30%-175.1pp | 133.34%-105.2pp | 561.95%-533.8pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $147 | $4,914-97.0% | $4,413-96.7% | $6,689-97.8% |
| Admin fee / account holder | $20 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |