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 10-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 | $24,719 | $39,798-37.9% | $67,711-63.5% | $59,632-58.5% |
| Participation rate | 7.7% | 57.4%-49.7pp | 67.5%-59.8pp | 68.7%-61.0pp |
| Annual return | -2.30% | 89.94%-92.2pp | 25.41%-27.7pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $242 | $2,335-89.6% | $3,585-93.3% | $3,192-92.4% |
| Admin fee / account holder | $53 | $3,212-98.3% | $4,255-98.7% | $4,297-98.8% |