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 | $12,165 | $70,606-82.8% | $53,898-77.4% | $142,382-91.5% |
| Participation rate | 16.7% | 63.7%-47.0pp | 55.0%-38.3pp | 80.1%-63.5pp |
| Annual return | 23.99% | 619.81%-595.8pp | 528.60%-504.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $165 | $1,202-86.3% | $932-82.3% | $4,299-96.2% |
| Participant deferral / active EE | $206 | $2,364-91.3% | $1,826-88.7% | $6,507-96.8% |
| Admin fee / account holder | $44 | $2,852-98.5% | $2,491-98.2% | $12,624-99.7% |