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 4-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 | $8,266 | $29,660-72.1% | $56,411-85.3% | $80,856-89.8% |
| Participation rate | 4.8% | 41.6%-36.8pp | 52.5%-47.6pp | 67.6%-62.8pp |
| Annual return | 16.67% | 35.23%-18.6pp | 1701.33%-1684.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $169 | $1,226-86.3% | $1,952-91.4% | $4,296-96.1% |
| Admin fee / account holder | $28 | $2,428-98.8% | $2,829-99.0% | $6,918-99.6% |