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 | $8,384 | $72,400-88.4% | $67,502-87.6% | $145,922-94.3% |
| Participation rate | 13.3% | 76.9%-63.5pp | 72.9%-59.5pp | 80.3%-66.9pp |
| Annual return | 16.32% | 7182.46%-7166.1pp | 3512.12%-3495.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $406 | $4,783-91.5% | $4,000-89.8% | $6,688-93.9% |
| Admin fee / account holder | $30 | $5,539-99.5% | $3,998-99.3% | $13,397-99.8% |