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 | $33,407 | $29,516+13.2% | $77,482-56.9% | $90,288-63.0% |
| Participation rate | 0.4% | 33.7%-33.2pp | 54.2%-53.8pp | 73.4%-72.9pp |
| Annual return | 18.21% | 231.18%-213.0pp | 54.79%-36.6pp | 53.97%-35.8pp |
| Employer contribution / active EE | $0 | $381-100.0% | $986-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $15 | $944-98.4% | $1,861-99.2% | $4,232-99.6% |
| Admin fee / account holder | $246 | $106+132.4% | $2,858-91.4% | $114+115.7% |