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 | $10,934 | $30,400-64.0% | $53,898-79.7% | $84,808-87.1% |
| Participation rate | 4.8% | 46.4%-41.7pp | 55.0%-50.2pp | 68.3%-63.5pp |
| Annual return | 21.51% | 500.19%-478.7pp | 528.60%-507.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $92 | $1,199-92.3% | $1,826-94.9% | $4,212-97.8% |
| Admin fee / account holder | $180 | $1,993-91.0% | $2,491-92.8% | $7,344-97.6% |