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 | $31,395 | $150,440-79.1% | $136,294-77.0% | $147,584-78.7% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 20.59% | 1049.08%-1028.5pp | 5155.94%-5135.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,240 | $5,256-76.4% | $4,695-73.6% | $4,876-74.6% |
| Participant deferral / active EE | $1,761 | $6,630-73.4% | $6,247-71.8% | $5,439-67.6% |
| Admin fee / account holder | -$47 | $10,905-100.4% | $9,243-100.5% | $10,885-100.4% |