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 | $233,252 | $92,703+151.6% | $82,719+182.0% | $134,475+73.5% |
| Participation rate | 41.2% | 75.2%-34.0pp | 72.6%-31.4pp | 81.2%-40.0pp |
| Annual return | 695.05% | 944.92%-249.9pp | 701.18%-6.1pp | 417.96%+277.1pp |
| Employer contribution / active EE | $439 | $3,274-86.6% | $3,009-85.4% | $4,740-90.7% |
| Participant deferral / active EE | $555 | $4,802-88.4% | $4,395-87.4% | $6,400-91.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |