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 5-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 | $15,070 | $102,604-85.3% | $86,188-82.5% | $139,434-89.2% |
| Participation rate | 18.8% | 74.5%-55.7pp | 69.0%-50.2pp | 80.3%-61.6pp |
| Annual return | 21.46% | 1922.51%-1901.1pp | 1168.45%-1147.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $579 | $3,032-80.9% | $2,380-75.7% | $4,751-87.8% |
| Participant deferral / active EE | $649 | $4,676-86.1% | $3,985-83.7% | $6,710-90.3% |
| Admin fee / account holder | $51 | $8,657-99.4% | $6,852-99.3% | $11,403-99.6% |