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 4-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 | $23,283 | $77,899-70.1% | $149,673-84.4% | $75,163-69.0% |
| Participation rate | 10.3% | 65.6%-55.2pp | 78.8%-68.4pp | 67.2%-56.8pp |
| Annual return | 1505.98% | 31.72%+1474.3pp | 134.42%+1371.6pp | 160.62%+1345.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $275 | $3,411-91.9% | $5,680-95.2% | $4,125-93.3% |
| Admin fee / account holder | $140 | $5,956-97.6% | $13,210-98.9% | $5,651-97.5% |