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 | $11,601 | $29,660-60.9% | $56,411-79.4% | $80,856-85.7% |
| Participation rate | 1.7% | 41.6%-40.0pp | 52.5%-50.8pp | 67.6%-66.0pp |
| Annual return | 14.22% | 35.23%-21.0pp | 1701.33%-1687.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $86 | $1,226-93.0% | $1,952-95.6% | $4,296-98.0% |
| Admin fee / account holder | $39 | $2,428-98.4% | $2,829-98.6% | $6,918-99.4% |