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 | $1,509 | $76,738-98.0% | $56,411-97.3% | $145,922-99.0% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.1pp |
| Annual return | 16.65% | 2994.23%-2977.6pp | 1701.33%-1684.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $40 | $1,380-97.1% | $1,039-96.2% | $4,660-99.1% |
| Participant deferral / active EE | $126 | $2,623-95.2% | $1,952-93.6% | $6,688-98.1% |
| Admin fee / account holder | $15 | $3,334-99.6% | $2,829-99.5% | $13,397-99.9% |