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 | $4,273 | $30,400-85.9% | $53,898-92.1% | $84,808-95.0% |
| Participation rate | 10.6% | 46.4%-35.8pp | 55.0%-44.4pp | 68.3%-57.7pp |
| Annual return | 26.81% | 500.19%-473.4pp | 528.60%-501.8pp | 40.90%-14.1pp |
| Employer contribution / active EE | $105 | $603-82.5% | $932-88.7% | $2,631-96.0% |
| Participant deferral / active EE | $159 | $1,199-86.7% | $1,826-91.3% | $4,212-96.2% |
| Admin fee / account holder | $45 | $1,993-97.8% | $2,491-98.2% | $7,344-99.4% |