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 | $3,229 | $51,638-93.7% | $68,368-95.3% | $82,448-96.1% |
| Participation rate | 41.8% | 63.6%-21.8pp | 73.8%-32.0pp | 68.1%-26.3pp |
| Annual return | 60.77% | 37.53%+23.2pp | 292.57%-231.8pp | 41.64%+19.1pp |
| Employer contribution / active EE | $298 | $2,047-85.4% | $2,649-88.7% | $2,551-88.3% |
| Participant deferral / active EE | $382 | $2,914-86.9% | $4,123-90.7% | $4,139-90.8% |
| Admin fee / account holder | $142 | $4,643-97.0% | $5,150-97.3% | $7,234-98.0% |