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 | $4,312 | $70,606-93.9% | $53,898-92.0% | $142,382-97.0% |
| Participation rate | 41.2% | 63.7%-22.5pp | 55.0%-13.8pp | 80.1%-38.9pp |
| Annual return | 18.73% | 619.81%-601.1pp | 528.60%-509.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $140 | $2,364-94.1% | $1,826-92.3% | $6,507-97.8% |
| Admin fee / account holder | $174 | $2,852-93.9% | $2,491-93.0% | $12,624-98.6% |