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 | $20,637 | $83,902-75.4% | $167,512-87.7% | $84,808-75.7% |
| Participation rate | 37.9% | 66.5%-28.5pp | 77.1%-39.1pp | 68.3%-30.4pp |
| Annual return | 13.48% | 91.55%-78.1pp | 1615.79%-1602.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $483 | $2,264-78.7% | $3,882-87.6% | $2,631-81.6% |
| Participant deferral / active EE | $1,358 | $4,442-69.4% | $6,405-78.8% | $4,212-67.7% |
| Admin fee / account holder | $204 | $7,915-97.4% | $9,769-97.9% | $7,344-97.2% |