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 | $34,736 | $150,440-76.9% | $136,294-74.5% | $147,584-76.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 109.60% | 1049.08%-939.5pp | 5155.94%-5046.3pp | 578.55%-468.9pp |
| Employer contribution / active EE | $1,818 | $5,256-65.4% | $4,695-61.3% | $4,876-62.7% |
| Participant deferral / active EE | $1,878 | $6,630-71.7% | $6,247-69.9% | $5,439-65.5% |
| Admin fee / account holder | $183 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |