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 4-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 | $21,715 | $154,117-85.9% | $129,995-83.3% | $139,434-84.4% |
| Participation rate | 30.8% | 82.0%-51.2pp | 78.5%-47.7pp | 80.3%-49.5pp |
| Annual return | 26.87% | 32.48%-5.6pp | -137.18%+164.1pp | 372.94%-346.1pp |
| Employer contribution / active EE | $1,251 | $5,289-76.4% | $4,320-71.0% | $4,751-73.7% |
| Participant deferral / active EE | $1,749 | $6,710-73.9% | $5,820-69.9% | $6,710-73.9% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |