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 | $28,056 | $32,117-12.6% | $71,086-60.5% | $64,186-56.3% |
| Participation rate | 7.1% | 42.7%-35.6pp | 54.7%-47.5pp | 69.6%-62.4pp |
| Annual return | -7.25% | -5.57%-1.7pp | 650.59%-657.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $100 | $712-85.9% | $1,088-90.8% | $2,381-95.8% |
| Participant deferral / active EE | $322 | $1,263-74.5% | $1,874-82.8% | $3,470-90.7% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |