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 4-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 | $3,235 | $30,400-89.4% | $53,898-94.0% | $84,808-96.2% |
| Participation rate | 63.2% | 46.4%+16.7pp | 55.0%+8.2pp | 68.3%-5.2pp |
| Annual return | 19.88% | 500.19%-480.3pp | 528.60%-508.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $86 | $603-85.7% | $932-90.8% | $2,631-96.7% |
| Participant deferral / active EE | $168 | $1,199-86.0% | $1,826-90.8% | $4,212-96.0% |
| Admin fee / account holder | $193 | $1,993-90.3% | $2,491-92.3% | $7,344-97.4% |