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 | $10,439 | $57,281-81.8% | $86,612-87.9% | $75,163-86.1% |
| Participation rate | 27.6% | 63.2%-35.6pp | 71.7%-44.1pp | 67.2%-39.6pp |
| Annual return | 23.05% | 2670.75%-2647.7pp | 591.07%-568.0pp | 160.62%-137.6pp |
| Employer contribution / active EE | $432 | $2,314-81.3% | $3,022-85.7% | $2,670-83.8% |
| Participant deferral / active EE | $716 | $3,318-78.4% | $4,438-83.9% | $4,125-82.6% |
| Admin fee / account holder | $26 | $4,112-99.4% | $5,614-99.5% | $5,651-99.5% |