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 | $21,854 | $96,305-77.3% | $80,569-72.9% | $139,434-84.3% |
| Participation rate | 8.3% | 73.6%-65.3pp | 67.0%-58.7pp | 80.3%-72.0pp |
| Annual return | 57.77% | 1350.08%-1292.3pp | 935.43%-877.7pp | 372.94%-315.2pp |
| Employer contribution / active EE | $652 | $3,262-80.0% | $2,723-76.1% | $4,751-86.3% |
| Participant deferral / active EE | $698 | $5,232-86.7% | $4,447-84.3% | $6,710-89.6% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |