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 | $11,484 | $102,604-88.8% | $86,188-86.7% | $139,434-91.8% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 22.48% | 1922.51%-1900.0pp | 1168.45%-1146.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $617 | $3,032-79.6% | $2,380-74.1% | $4,751-87.0% |
| Participant deferral / active EE | $990 | $4,676-78.8% | $3,985-75.2% | $6,710-85.3% |
| Admin fee / account holder | $36 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |