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 9-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 | $48,681 | $42,383+14.9% | $76,523-36.4% | $64,186-24.2% |
| Participation rate | 5.4% | 58.1%-52.7pp | 68.0%-62.6pp | 69.6%-64.2pp |
| Annual return | 132.63% | -16.54%+149.2pp | -0.27%+132.9pp | 7.63%+125.0pp |
| Employer contribution / active EE | $217 | $1,563-86.1% | $2,647-91.8% | $2,381-90.9% |
| Participant deferral / active EE | $311 | $2,566-87.9% | $3,835-91.9% | $3,470-91.0% |
| Admin fee / account holder | $37 | $3,198-98.8% | $4,848-99.2% | $4,888-99.2% |