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 | $122,637 | $105,181+16.6% | $159,436-23.1% | $85,850+42.9% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.8%-18.3pp | 69.3%-4.8pp |
| Annual return | 104.73% | 45.07%+59.7pp | 263.57%-158.8pp | 318.53%-213.8pp |
| Employer contribution / active EE | $1,095 | $3,318-67.0% | $4,829-77.3% | $2,565-57.3% |
| Participant deferral / active EE | $2,347 | $5,945-60.5% | $7,352-68.1% | $3,952-40.6% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |