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 6-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 | $30,487 | $49,922-38.9% | $80,569-62.2% | $75,163-59.4% |
| Participation rate | 3.6% | 55.3%-51.7pp | 67.0%-63.4pp | 67.2%-63.6pp |
| Annual return | 17.25% | 34.69%-17.4pp | 935.43%-918.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $190 | $2,990-93.6% | $4,447-95.7% | $4,125-95.4% |
| Admin fee / account holder | $260 | $3,577-92.7% | $5,377-95.2% | $5,651-95.4% |