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 | $33,289 | $97,757-65.9% | $83,848-60.3% | $135,375-75.4% |
| Participation rate | 21.4% | 80.0%-58.5pp | 76.1%-54.7pp | 82.6%-61.2pp |
| Annual return | -5.41% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $873 | $4,222-79.3% | $3,631-76.0% | $4,779-81.7% |
| Participant deferral / active EE | $944 | $4,682-79.8% | $4,082-76.9% | $5,609-83.2% |
| Admin fee / account holder | $83 | $6,674-98.8% | $5,478-98.5% | $10,827-99.2% |