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 5-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 | $16,806 | $29,051-42.1% | $52,425-67.9% | $67,986-75.3% |
| Participation rate | 1.9% | 30.4%-28.5pp | 55.6%-53.7pp | 57.2%-55.3pp |
| Annual return | 23.30% | 24.00%-0.7pp | 302.12%-278.8pp | 31.67%-8.4pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $77 | $873-91.1% | $1,790-95.7% | $3,358-97.7% |
| Admin fee / account holder | $247 | $2,113-88.3% | $2,495-90.1% | $3,203-92.3% |