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 | $13,995 | $39,019-64.1% | $80,716-82.7% | $85,850-83.7% |
| Participation rate | 5.2% | 41.5%-36.4pp | 54.2%-49.0pp | 69.3%-64.1pp |
| Annual return | 17.75% | 26.27%-8.5pp | 87.28%-69.5pp | 318.53%-300.8pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $250 | $1,326-81.2% | $2,146-88.4% | $3,952-93.7% |
| Admin fee / account holder | $50 | $2,431-97.9% | $3,380-98.5% | $6,260-99.2% |