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 | $38,222 | $102,604-62.7% | $86,188-55.7% | $139,434-72.6% |
| Participation rate | 23.5% | 74.5%-51.0pp | 69.0%-45.4pp | 80.3%-56.8pp |
| Annual return | 15.28% | 1922.51%-1907.2pp | 1168.45%-1153.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $877 | $4,676-81.2% | $3,985-78.0% | $6,710-86.9% |
| Admin fee / account holder | $71 | $8,657-99.2% | $6,852-99.0% | $11,403-99.4% |