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 3-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 | $12,013 | $29,319-59.0% | $52,425-77.1% | $82,448-85.4% |
| Participation rate | 2.1% | 46.9%-44.7pp | 55.6%-53.5pp | 68.1%-65.9pp |
| Annual return | 28.42% | 535.20%-506.8pp | 302.12%-273.7pp | 41.64%-13.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $97 | $1,171-91.7% | $1,790-94.6% | $4,139-97.6% |
| Admin fee / account holder | $38 | $1,962-98.1% | $2,495-98.5% | $7,234-99.5% |