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 7-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 | $125,671 | $115,770+8.6% | $101,248+24.1% | $158,922-20.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 253.46% | 56.14%+197.3pp | 46.47%+207.0pp | 302.83%-49.4pp |
| Employer contribution / active EE | $838 | $4,175-79.9% | $3,660-77.1% | $4,761-82.4% |
| Participant deferral / active EE | $1,188 | $4,957-76.0% | $4,370-72.8% | $5,982-80.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |