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 | $17,099 | $105,998-83.9% | $92,233-81.5% | $147,584-88.4% |
| Participation rate | 52.2% | 80.4%-28.2pp | 76.5%-24.3pp | 82.8%-30.7pp |
| Annual return | 15.68% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $828 | $4,478-81.5% | $3,897-78.7% | $5,439-84.8% |
| Admin fee / account holder | $2 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |