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 | $21,933 | $44,850-51.1% | $60,547-63.8% | $59,632-63.2% |
| Participation rate | 7.8% | 59.5%-51.7pp | 68.0%-60.1pp | 68.7%-60.9pp |
| Annual return | 0.04% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $125 | $2,230-94.4% | $3,328-96.2% | $3,192-96.1% |
| Admin fee / account holder | $119 | $3,635-96.7% | $4,536-97.4% | $4,297-97.2% |