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 3-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 | $8,443 | $88,751-90.5% | $81,812-89.7% | $145,922-94.2% |
| Participation rate | 13.6% | 75.0%-61.4pp | 72.3%-58.7pp | 80.3%-66.6pp |
| Annual return | 37.18% | 1025.40%-988.2pp | 773.79%-736.6pp | 561.29%-524.1pp |
| Employer contribution / active EE | $371 | $3,083-88.0% | $2,912-87.3% | $4,660-92.0% |
| Participant deferral / active EE | $533 | $4,643-88.5% | $4,319-87.7% | $6,688-92.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |