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 | $15,837 | $49,173-67.8% | $121,098-86.9% | $75,163-78.9% |
| Participation rate | 18.3% | 55.4%-37.1pp | 69.5%-51.2pp | 67.2%-48.9pp |
| Annual return | 19.68% | 55.99%-36.3pp | 985.75%-966.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $558 | $2,628-78.7% | $4,080-86.3% | $4,125-86.5% |
| Admin fee / account holder | $13 | $3,942-99.7% | $5,644-99.8% | $5,651-99.8% |