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 10-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 | $3,365 | $76,738-95.6% | $56,411-94.0% | $145,922-97.7% |
| Participation rate | 42.1% | 63.2%-21.1pp | 52.5%-10.4pp | 80.3%-38.2pp |
| Annual return | 13.70% | 2994.23%-2980.5pp | 1701.33%-1687.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $133 | $1,380-90.4% | $1,039-87.2% | $4,660-97.1% |
| Participant deferral / active EE | $193 | $2,623-92.6% | $1,952-90.1% | $6,688-97.1% |
| Admin fee / account holder | $26 | $3,334-99.2% | $2,829-99.1% | $13,397-99.8% |