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 | $60,110 | $34,934+72.1% | $56,411+6.6% | $74,495-19.3% |
| Participation rate | 1.0% | 32.8%-31.9pp | 52.5%-51.5pp | 67.2%-66.2pp |
| Annual return | 15.26% | 25.94%-10.7pp | 1701.33%-1686.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $127 | $1,170-89.2% | $1,952-93.5% | $4,346-97.1% |
| Admin fee / account holder | $232 | $2,364-90.2% | $2,829-91.8% | $1,942-88.1% |