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 | $47,140 | $91,538-48.5% | $129,995-63.7% | $75,163-37.3% |
| Participation rate | 28.0% | 71.4%-43.4pp | 78.5%-50.5pp | 67.2%-39.2pp |
| Annual return | 17.49% | -631.11%+648.6pp | -137.18%+154.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,321 | $4,341-69.6% | $5,820-77.3% | $4,125-68.0% |
| Admin fee / account holder | $272 | $6,790-96.0% | $10,614-97.4% | $5,651-95.2% |