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 | $5,749 | $76,738-92.5% | $56,411-89.8% | $145,922-96.1% |
| Participation rate | 19.0% | 63.2%-44.2pp | 52.5%-33.4pp | 80.3%-61.2pp |
| Annual return | 9.64% | 2994.23%-2984.6pp | 1701.33%-1691.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $102 | $1,380-92.6% | $1,039-90.2% | $4,660-97.8% |
| Participant deferral / active EE | $187 | $2,623-92.9% | $1,952-90.4% | $6,688-97.2% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |