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 | $28,622 | $100,852-71.6% | $90,404-68.3% | $158,922-82.0% |
| Participation rate | 15.8% | 75.0%-59.2pp | 72.7%-56.9pp | 82.0%-66.2pp |
| Annual return | 16.36% | 1724.20%-1707.8pp | 1293.02%-1276.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $381 | $3,689-89.7% | $3,262-88.3% | $4,761-92.0% |
| Participant deferral / active EE | $421 | $4,348-90.3% | $3,963-89.4% | $5,982-93.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |