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 | $15,886 | $49,173-67.7% | $121,098-86.9% | $75,163-78.9% |
| Participation rate | 27.9% | 55.4%-27.5pp | 69.5%-41.6pp | 67.2%-39.3pp |
| Annual return | 2414.17% | 55.99%+2358.2pp | 985.75%+1428.4pp | 160.62%+2253.6pp |
| Employer contribution / active EE | $394 | $1,546-74.5% | $4,164-90.5% | $2,670-85.3% |
| Participant deferral / active EE | $660 | $2,628-74.9% | $4,080-83.8% | $4,125-84.0% |
| Admin fee / account holder | $132 | $3,942-96.6% | $5,644-97.7% | $5,651-97.7% |