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 | $63,260 | $60,124+5.2% | $90,404-30.0% | $79,858-20.8% |
| Participation rate | 15.0% | 65.0%-50.0pp | 72.7%-57.7pp | 69.6%-54.6pp |
| Annual return | 61.12% | 71.94%-10.8pp | 1293.02%-1231.9pp | 31.71%+29.4pp |
| Employer contribution / active EE | $255 | $2,068-87.7% | $3,262-92.2% | $2,471-89.7% |
| Participant deferral / active EE | $340 | $2,938-88.4% | $3,963-91.4% | $3,740-90.9% |
| Admin fee / account holder | $73 | $3,976-98.2% | $5,611-98.7% | $5,306-98.6% |