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 | $13,827 | $189,613-92.7% | $167,512-91.7% | $142,382-90.3% |
| Participation rate | 30.8% | 80.1%-49.4pp | 77.1%-46.3pp | 80.1%-49.4pp |
| Annual return | 20.92% | 2024.68%-2003.8pp | 1615.79%-1594.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,007 | $6,981-85.6% | $6,405-84.3% | $6,507-84.5% |
| Admin fee / account holder | $49 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |