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 3-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 | $9,369 | $31,310-70.1% | $53,898-82.6% | $74,304-87.4% |
| Participation rate | 2.8% | 30.7%-27.8pp | 55.0%-52.1pp | 60.3%-57.5pp |
| Annual return | 25.64% | 23.16%+2.5pp | 528.60%-503.0pp | 29.43%-3.8pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $94 | $934-90.0% | $1,826-94.9% | $3,767-97.5% |
| Admin fee / account holder | $82 | $2,175-96.2% | $2,491-96.7% | $2,969-97.2% |