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 | $31,017 | $30,400+2.0% | $53,898-42.5% | $84,808-63.4% |
| Participation rate | 2.5% | 46.4%-43.9pp | 55.0%-52.5pp | 68.3%-65.8pp |
| Annual return | 29.00% | 500.19%-471.2pp | 528.60%-499.6pp | 40.90%-11.9pp |
| Employer contribution / active EE | $153 | $603-74.6% | $932-83.5% | $2,631-94.2% |
| Participant deferral / active EE | $163 | $1,199-86.4% | $1,826-91.1% | $4,212-96.1% |
| Admin fee / account holder | $250 | $1,993-87.5% | $2,491-90.0% | $7,344-96.6% |