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 4-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 | $47,694 | $166,020-71.3% | $164,866-71.1% | $145,959-67.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 297.89% | 100.08%+197.8pp | 69.97%+227.9pp | 561.95%-264.1pp |
| Employer contribution / active EE | $1,259 | $5,275-76.1% | $4,343-71.0% | $4,661-73.0% |
| Participant deferral / active EE | $1,619 | $6,961-76.7% | $6,033-73.2% | $6,689-75.8% |
| Admin fee / account holder | $187 | $16,644-98.9% | $12,689-98.5% | $13,398-98.6% |