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 10-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 | $21,127 | $48,570-56.5% | $130,648-83.8% | $72,985-71.1% |
| Participation rate | 17.2% | 58.6%-41.3pp | 71.7%-54.5pp | 69.5%-52.2pp |
| Annual return | 28.00% | 38.63%-10.6pp | 1708.96%-1681.0pp | 81.00%-53.0pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $784 | $2,384-67.1% | $3,603-78.2% | $3,607-78.3% |
| Admin fee / account holder | $21 | $3,549-99.4% | $5,464-99.6% | $5,124-99.6% |