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 3-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 | $15,161 | $31,310-51.6% | $53,898-71.9% | $74,304-79.6% |
| Participation rate | 3.4% | 30.7%-27.3pp | 55.0%-51.5pp | 60.3%-56.9pp |
| Annual return | 23.32% | 23.16%+0.2pp | 528.60%-505.3pp | 29.43%-6.1pp |
| Employer contribution / active EE | $65 | $450-85.7% | $932-93.1% | $2,241-97.1% |
| Participant deferral / active EE | $85 | $934-90.9% | $1,826-95.4% | $3,767-97.8% |
| Admin fee / account holder | $0 | $2,175-100.0% | $2,491-100.0% | $2,969-100.0% |