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 | $60,889 | $54,726+11.3% | $68,793-11.5% | $64,186-5.1% |
| Participation rate | 7.7% | 68.0%-60.3pp | 72.2%-64.5pp | 69.6%-61.9pp |
| Annual return | 483.31% | -1.62%+484.9pp | -4.63%+487.9pp | 7.63%+475.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $828 | $2,626-68.5% | $3,311-75.0% | $3,470-76.1% |
| Admin fee / account holder | $31 | $4,027-99.2% | $5,131-99.4% | $4,888-99.4% |