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 3-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 | $14,576 | $75,828-80.8% | $147,614-90.1% | $59,632-75.6% |
| Participation rate | 53.7% | 71.6%-17.9pp | 84.6%-31.0pp | 68.7%-15.0pp |
| Annual return | -1.28% | 0.37%-1.6pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $3,347 | $3,485-3.9% | $5,564-39.9% | $2,203+52.0% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $229 | $5,985-96.2% | $11,611-98.0% | $4,297-94.7% |