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 5-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 | $4,939 | $25,014-80.3% | $69,647-92.9% | $80,856-93.9% |
| Participation rate | 5.7% | 64.2%-58.6pp | 66.5%-60.8pp | 67.6%-62.0pp |
| Annual return | 14.49% | 19.07%-4.6pp | 100.48%-86.0pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $98 | $1,839-94.7% | $2,886-96.6% | $4,296-97.7% |
| Admin fee / account holder | $18 | $2,488-99.3% | $4,713-99.6% | $6,918-99.7% |