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 | $1,256 | $70,606-98.2% | $53,898-97.7% | $142,382-99.1% |
| Participation rate | 45.0% | 63.7%-18.7pp | 55.0%-10.0pp | 80.1%-35.1pp |
| Annual return | 16.81% | 619.81%-603.0pp | 528.60%-511.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $175 | $2,364-92.6% | $1,826-90.4% | $6,507-97.3% |
| Admin fee / account holder | $58 | $2,852-98.0% | $2,491-97.7% | $12,624-99.5% |