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 | $12,345 | $49,173-74.9% | $121,098-89.8% | $75,163-83.6% |
| Participation rate | 61.0% | 55.4%+5.6pp | 69.5%-8.5pp | 67.2%-6.2pp |
| Annual return | 26.24% | 55.99%-29.7pp | 985.75%-959.5pp | 160.62%-134.4pp |
| Employer contribution / active EE | $5,320 | $1,546+244.2% | $4,164+27.8% | $2,670+99.3% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $155 | $3,942-96.1% | $5,644-97.3% | $5,651-97.3% |