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 | $5,318 | $29,051-81.7% | $52,425-89.9% | $67,986-92.2% |
| Participation rate | 2.9% | 30.4%-27.5pp | 55.6%-52.7pp | 57.2%-54.3pp |
| Annual return | 73.20% | 24.00%+49.2pp | 302.12%-228.9pp | 31.67%+41.5pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $124 | $873-85.8% | $1,790-93.1% | $3,358-96.3% |
| Admin fee / account holder | $29 | $2,113-98.6% | $2,495-98.8% | $3,203-99.1% |