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 | $1,555 | $30,400-94.9% | $53,898-97.1% | $84,808-98.2% |
| Participation rate | 51.7% | 46.4%+5.3pp | 55.0%-3.2pp | 68.3%-16.6pp |
| Annual return | 18.87% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $165 | $1,199-86.2% | $1,826-91.0% | $4,212-96.1% |
| Admin fee / account holder | $248 | $1,993-87.5% | $2,491-90.0% | $7,344-96.6% |