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 | $67,823-98.1% | $52,425-97.6% | $137,256-99.1% |
| Participation rate | 45.0% | 63.9%-18.9pp | 55.6%-10.6pp | 80.0%-35.0pp |
| Annual return | 16.81% | 219.11%-202.3pp | 302.12%-285.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $175 | $2,288-92.4% | $1,790-90.2% | $6,407-97.3% |
| Admin fee / account holder | $58 | $2,844-97.9% | $2,495-97.7% | $12,270-99.5% |