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 5-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 | $39,626 | $138,044-71.3% | $125,339-68.4% | $134,475-70.5% |
| Participation rate | 52.2% | 84.5%-32.3pp | 82.4%-30.2pp | 81.2%-29.0pp |
| Annual return | 75.51% | 750.33%-674.8pp | 572.05%-496.5pp | 417.96%-342.4pp |
| Employer contribution / active EE | $4,488 | $5,243-14.4% | $4,814-6.8% | $4,740-5.3% |
| Participant deferral / active EE | $2,460 | $7,799-68.5% | $7,446-67.0% | $6,400-61.6% |
| Admin fee / account holder | $123 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |